Investment And Retirement Planning Associate

Royal Bank of Canada

Toronto, Canada
Base: not specified; bonus/equity: bonuses mention...
Proficiency in cantonese/mandarin
Experience in investments
It literacy including microsoft office
As an Investment and Retirement Planning Associate, you provide value added support and problem resolution to enhance the client experience and support Financial Planners

Job Summary

  • As an Investment and Retirement Planning Associate, you provide value added support and problem resolution to enhance the client experience and support Financial Planners.
  • The role offers a comprehensive Total Rewards Program including competitive compensation, bonuses, flexible benefits, and opportunities for career advancement.
  • RBC fosters an inclusive workplace culture based on respect, collaboration, and professional growth to help employees perform at their best and create value for clients and communities.

Matching Summary

As an Investment and Retirement Planning Associate, you provide value added support and problem resolution to enhance the client experience and support Financial Planners.

Salary

Base: Not specified; Bonus/Equity: Bonuses mentioned; Benefits: Flexible benefits included

Skills & Requirements

Must-have

  • Proficiency in Cantonese/Mandarin
  • Experience in investments
  • IT literacy including Microsoft Office
  • Excellent communication skills
  • Ability to manage competing priorities
  • Strong collaboration skills

Nice-to-have

  • Proven track record building client relationships
  • Experience in proactive retail sales
  • Flexibility and eagerness to learn
  • Strong personal ethics
  • Hunger for success

Key Requirements

  • Mutual Funds accreditation
  • Previous investment experience
  • Proficiency in Cantonese/Mandarin

Work Rights

Not specified

Tailored Resume

Cover Letter