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RBC

Investment and Retirement Planner Assistant

Fort McMurray, AB, Canada

Part-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Part-time
Apply by: Nov 23, 2026
Posting language: English
Posted: Nov 9, 2026

Original job description

Job Description

What is the opportunity?

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

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

What will you do?

Consistently provide superior responsive service to client fax/e-mail/telephone requests
Consistently provide superior responsive execution and delivery of client transactions/requests
Be familiar with key referral sources and have strong organizational awareness
Demonstrate personal commitment to ensure skills and knowledge are up-to-date
Consistently provide superior responsive service to client requests in order to build customer loyalty and trust

What do you need to succeed?

Must-have

You should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment
Strong skills in problem solving and sense of urgency are key in this position, as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity
Excellent communication skills, oral/written skills, good business writing
Resourcefulness and able to work independently
Be extremely well organized with the ability to multi-task and prioritize
You are an energetic and enthusiastic team player who pays attention to detail
Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing Central
Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be 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

Job Skills

Client Centricity, Communication, Critical Thinking, Curious Mindset

Additional Job Details

Address:

106 MILLENNIUM DR:FORT MCMURRAY

City:

Fort Mcmurray

Country:

Canada

Work hours/week:

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-09

Application Deadline:

2026-11-23

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

The assistant supports a Financial Planner by managing client communications, processing transactions, and maintaining office files. They are also responsible for preparing presentation materials and marketing initiatives to help meet sales objectives.

Requirements

The ideal candidate is a self-motivated, sales-oriented individual with strong organizational and problem-solving skills. Proficiency in Microsoft Office and the ability to work independently in a fast-paced environment are required.

Skills

Client centricity
Communication
Critical thinking
Curious mindset
Problem solving
Customer service
Listening
Teamwork
Initiative
Pro-activity
Business writing
Multi-tasking
Microsoft Office
Word
Power Point
Excel

Benefits

Total Rewards Program
Bonuses
Flexible benefits
Competitive compensation

Visa sponsorship

Not detected in the job text

Keywords

Investment
Retirement Planning
Financial Planner
Administrative Support
Client Management
Sales Objectives
Microsoft Office
Word
Power Point
Excel
Outlook
Marketing Central
Sales & Service Platform
RBCNet
Banking
Customer Loyalty
Transaction Processing
Business Writing
Multi-tasking
Problem Solving
Teamwork
Pro-activity
Client Centricity
Communication
Critical Thinking
Curious Mindset

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