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Added 5 hours ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Support the end-to-end technology delivery of the MPW Replatform project, translating project priorities into executable plans, milestones, dependencies, and measurable outcomes.
Added 2 hours ago
M
Manager, Tax
MNP
Vancouver, BC
- Full-time
Make an impact with our Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor,…
Added 2 hours ago
LH
Kinesiologist
Lifemark Health Group
Victoria, BC · Greater Victoria Metropolitan Area
- $20.15 to $29.56 CAD / hour
- Full-time
…Kinesiologist in our Customized Recovery and Return-To-Work Program, you will play a key role in assisting those impacted by injury through their individual recovery process. You will work…
Added 2 hours ago
FH
Occupational Therapist - Langley Long Term Care
Fraser Health Authority
Langley (District), BC · City of Langley, BC
- $45.15 to $56.17 CAD / hour
- Part-time
…Practice Leader, Occupational Therapy, and administratively to the Manager, Clinical Operations, this position provides occupational therapy treatment programs in accordance with…
Added 2 hours ago
LH
OCCT-Occupational Therapist
Lifemark Health Group
Vancouver, BC
- $43 to $52 CAD / hour
- Full-time
…rehabilitation and the Early Concussion Assessment and Treatment (ECAT) program. Our clinic values flexibility, collaboration, and mentorship, creating a welcoming environment where…
Added 2 hours ago
LH
Occupational Therapist
Lifemark Health Group
Langley (District), BC · Langley, BC
- $40 to $60 CAD / hour
- Full-time
…recovery process. As an OT in our Post Concussion Management Program/Early Concussion Assessment and Treatment and PTSD Programs, you will play a key role in assessing and treating clients…
Added 2 hours ago
WC
(CAN) Pharmacy Assistant
Walmart Canada
Hamilton, ON
- Full-time
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 2 hours ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…responsibilities within the team to ensure timely and consistent delivery of Human Resources…
Added 2 hours ago
W
Pharmacy Assistant
Walmart
Ottawa, ON
- Part-time
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 2 hours ago
W
(CAN) Pharmacy Assistant
Walmart
Hamilton, ON
- Part-time
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 3 hours ago
S
Produce - Supervisor Produce TF Belmont
Sobeys
Langford, BC
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 3 hours ago
UF
Program Manager (RECE)
Umbrella Family and Child Centres of Hamilton
Hamilton, ON
- Full-time
Reporting to the Director of Childcare Programs, the Program Manager will provide operational, pedagogical, and people leadership across multiple child care locations. This role requires a…
Added 4 hours ago
TU
Business Development Manager
The Universal Group
Prince George, BC
- Full-time
…2026, has an exciting opportunity for a Business Development Manager within our Sales team. The Business Development Manager plays a key role in driving revenue growth within the Prince…
Added 6 hours ago
SM
RQ11741 – Product Manager – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly experienced Senior Product Manager to lead product strategy, roadmap development, prioritization, and product decisions for an enterprise platform supporting…
Added 6 hours ago
SM
RQ11741 – Product Manager – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly experienced Senior Product Manager to lead product strategy, roadmap development, prioritization, and product decisions for an enterprise platform supporting…
Added 6 hours ago
SM
RQ11741 – Product Manager – Senior (Onsite)
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a highly experienced Senior Product Manager to lead product strategy, roadmap development, prioritization, and product decisions for an enterprise platform supporting…
Added 8 hours ago
WC
(CAN) Pharmacy Assistant
Walmart Canada
Toronto, ON
- Full-time
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 8 hours ago
BM
Assistant Manager, Alpine Race & Freestyle - Full Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
The Assistant Manager, Race sets the cultural tone for creating revolutionary guest experiences while uniting their team around purpose and fun. The Assistant Manager, Race & Freestyle,…
Added 8 hours ago
Produce - Supervisor Produce TF Belmont
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Langford, BC
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 9 hours ago
FC
Part-Time Professors - Aerospace, Information & Defence Technologies
Fanshawe College
London, ON
- Part-time
Reporting to the Program Manager of Norton Wolf School of Aviation and Aerospace Technology, part-time Professors are responsible for teaching courses within the programs and developing an…
Added 10 hours ago
FT
Part-Time Professors - Aerospace, Information & Defence Technologies
Fanshawe Toronto@ILAC
London, ON
- Part-time
Reporting to the Program Manager of Norton Wolf School of Aviation and Aerospace Technology, part-time Professors are responsible for teaching courses within the programs and developing an…
Added 10 hours ago
W
(CAN) Pharmacy Assistant
Walmart
Toronto, ON
- Part-time
…Operations required of a team player. They are a key member in the delivery of superior customer…
Added 11 hours ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…responsibilities within the team to ensure timely and consistent delivery of Human Resources…
Added 13 hours ago
NB
Senior Advisor, Program Governance
National Bank of Canada
Montreal, QC
- Full-time
Working closely with the Commercial Financing Transformation Program Manager (Pillar 5), pillar leaders, initiative owners and delivery teams, you contribute to the operation and evolution…
Added 13 hours ago
F
Project Manager
FISPAN
Vancouver, BC
- Full-time
Develop repeatable and scalable processes to improve project quality and delivery
Added 14 hours ago
AM
Pharmacy Manager
Apple-Hills Medical Pharmacy
Toronto, ON
- Full-time
Liberty Market Pharmacy is seeking an experienced, motivated and patient-focused Pharmacist Manager to lead our pharmacy team and oversee the daily operations of our community pharmacy.

RBC

Financial Planner Investment and Retirement Planning Assistant

AB, Canada

Full-time

This date has passed. Check with the employer before applying.

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Applications open in a new tab.

Job details

Job type: Full-time
Listed closing date: Oct 22, 2026
Posting language: English
Posted: Oct 19, 2026

Original job description

Job Description

What is the opportunity?

As a Financial Planner, Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planner in meeting sales objectives and related activities by providing value added administrative service and support. You will provide responsive client contact management through telephone, fax and e-mail requests, as well as, develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. You manage office routines to ensure efficiency is maintained through availability and effective management of files and records by gathering and preparing material required for presentations, meetings, marketing initiatives, etc.

The work environment is a combination of home office and branch, depending on the needs of the Financial Planner, Investment and Retirement Planning.

What will you do?

Provide superior responsive service to client fax, e-mail and telephone requests
Provide superior responsive execution and delivery of client transactions/requests
Determine key referral sources and have strong organizational awareness
Demonstrate personal commitment to ensure skills and knowledge are up-to-date
Respond quickly to client requests in order to build customer loyalty and trust

What do you need to succeed?

Must-have

Minimum 2 years of demonstrated excellence in a service and sales support role working in collaboration with a sales team providing advice and responding to client requests
Exceptional customer service skills
Excellent communication skills, oral/written skills, good business writing
Strong organizational skills with the ability to multi-task and prioritize
Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook
Experience with emerging communications and technology (i.e., web based meetings, social media, digital banking, and mobile applications)

Nice-to-have

Resourcefulness and able to work independently
Energetic and enthusiastic team player who pays attention to detail
Sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
Strong problem solving skills with a sense of urgency
Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet will be considered an asset

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Job Skills

Client Centricity, Communication, Critical Thinking, Curious Mindset

Additional Job Details

Address:

390 BASELINE RD, UNIT 160:STRATHCONA COUNTY

City:

Strathcona County

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-25

Application Deadline:

2026-10-22

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply About employer

More about this job

Responsibilities

Support a Financial Planner by providing administrative service, managing client contact, and ensuring efficient office operations. Facilitate transactions, prepare materials for meetings, and maintain strong relationships with service partners.

Requirements

Requires a minimum of 2 years of experience in a service and sales support role within a sales team. Candidates must possess strong organizational, communication, and computer skills, specifically in Microsoft Office.

Skills

Customer service
Communication
Business writing
Organizational skills
Multi-tasking
Microsoft Office
Word
Power Point
Excel
Outlook
Digital banking
Problem solving
Client centricity
Critical thinking
Curious mindset

Benefits

Bonuses
Flexible benefits
Competitive compensation
Coaching and development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
Investment
Retirement Planning
Administrative Support
Client Management
Sales Support
Microsoft Office
Word
Power Point
Excel
Outlook
Digital Banking
Mobile Applications
Social Media
Web Based Meetings
Sales & Service Platform
RBCNet
Banking
Customer Loyalty
Client Centricity
Communication
Critical Thinking
Curious Mindset
Problem Solving
Financial Services

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