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Added 22 mins ago
SE
Executive Assistant
Suncor Energy
Calgary, AB
- Full-time
We are seeking a highly organized, proactive, and service-oriented Executive Assistant to provide comprehensive support to a senior leader and their leadership team. In this role, you will…
Added 37 mins ago
OP
Health & Safety Administrative Assistant
Onyx-Fire Protection Services Inc.
Mississauga, ON
- Full-time
We are seeking a highly organized, dependable, and intellectually curious Administrative Assistant to support the National Safety Director and the broader Health & Safety team across the…
Added 37 mins ago
DT
Executive Assistant to Chief HCM Solution Architect
Dragonfruit Technologies
Calgary, AB
- Part-time
Role Description The Executive Assistant to the Chief HCM Solution Architect is a part-time, on-site role located in Calgary, AB. This role is responsible for managing calendars, scheduling…
Added 37 mins ago
OT
Business Intelligence Assistant
Ottawa Tourism
Ottawa, ON
- Contract
…problem-solver and capable project manager, the Business Intelligence Assistant is expected to think and act independently when required, while also serving as an effective team member and…
Added 37 mins ago
UO
Faculty Administrator
University of Alberta
Edmonton, AB
- Full-time
…faculty. The FA directly supervises the Faculty Administrative Assistant and the EA to the Vice Dean to ensure effective executive support and the administrative functions managed through…
Added 1 hour ago
SM
Storeperson
Stevenson Memorial Hospital
Alliston, ON
- Full-time
This position plays an important role in ensuring the efficient receipt, distribution, purchasing, and inventory management of supplies that support the delivery of exceptional patient care.
Added 1 hour ago
SM
Unit Assistant, Emergency
Stevenson Memorial Hospital
Alliston, ON
- Internship
The Unit Assistant ensures clear concise communication and facilitates the flow of information with other facilities, the health care team, visitors, family members and patients. As part of…
Added 1 hour ago
EG
Executive Assistant/Internal Communications Coordinator
Endress+Hauser Group
Burlington, ON
- $80,000 to $85,000 CAD / year
- Full-time
We are looking for an Executive Assistant/Internal Communications Coordinator to join our group. You will provide high-level administrative and organizational support to the Managing…
Added 1 hour ago
MF
Operations Assistant
Muslim Food Bank and Community Services
Hamilton, ON
- Part-time
The Operations Assistant plays a key role in ensuring the efficient day-to-day operations of Muslim Food Bank & Community Services Society. This position is responsible for coordinating…
Added 1 hour ago
MF
Grants Administrative Assistant
Muslim Food Bank and Community Services
Richmond, BC
- Part-time
…low-income households. Our services include food security, case management, housing support, counselling, youth programming, seniors' services, and employment support, delivered in multiple…
Added 1 hour ago
VF
Assistant Manager, Sanitation
Village Farms International Inc.
Delta, BC
- $75,000 to $85,000 CAD / year
- Full-time
…ensuring we deliver the quality our customers expect. As our Assistant Sanitation Manager, you’ll play an important role in making that happen. Working alongside the Sanitation Manager,…
Added 1 hour ago
CG
Assistant Director of Care - Temporary Role
Christenson Group of Companies
Lacombe, AB
- Full-time
The Assistant Director of Care is responsible for supervising LPNs and Healthcare Aides, ensuring the delivery of high-quality patient care in accordance with the standards, policies,…
Added 1 hour ago
CO
Licensed Dental Assistant - Viva Orthodontics [New Westminster & South Surrey]
Corus Orthodontists
New Westminster, BC
- $35 to $38 CAD / hour
- Full-time
…Viva Orthodontics is seeking an enthusiastic Licensed Dental Assistant (formerly known as a Certified Dental Assistant (CDA) in British Columbia) to join our well-established practices in…
Added 1 hour ago
Settlement Counsellor (CF) - RAP - Oromo and Tigrinya
Catholic Social Services
Edmonton, AB
The Settlement Counsellor for the Resettlement Assistant Program plays a vital role in the initial stages of the resettlement of the Government-Assisted Refugees. This role involves a broad…
Added 1 hour ago
Child Care Cook & Assistant Educator
Upper Canada Child Care
New Tecumseth, ON
We are currently recruiting for a dual position of Cook and Assistant Educator to join our Team in Alliston at the following location: St. Cecilia CS.
Added 1 hour ago
Settlement Counsellor (CF) - RAP - Sango, Fulani, and Hausa
Catholic Social Services
Edmonton, AB
The Settlement Counsellor for the Resettlement Assistant Program plays a vital role in the initial stages of the resettlement of the Government-Assisted Refugees. This role involves a broad…
Added 1 hour ago
NA
Global Engagement and Mobility Assistant
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
NAIT International is looking for a Global Engagement and Mobility Assistant to support global learning opportunities, international engagement initiatives, and study abroad programming.…
Added 2 hours ago
VH
Phyisican Assistant
Verismo Health
Waterloo, ON
- Full-time
We are a newly established, community-focused family practice looking for a compassionate, reliable, and professional Clinical Assistant to join our growing team.
Added 2 hours ago
Cataloguing Librarian
McGill University
Montreal, QC · Redpath Library
Assistant Librarian or Associate Librarian (tenure track)
Added 2 hours ago
RP
Marketing Specialist
Roylo Partners
Toronto, ON
- Full-time
…reaches the right audience. We're looking for a Communications Assistant in Toronto to support the day-to-day communication activities of our office…
Added 2 hours ago
R|
Executive Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…including meeting coordination, communications, documentation management, operational follow-up, and occasional support for reports, presentations, events, and…
Added 2 hours ago
RP
Communications Assistant
Roylo Partners
Toronto, ON
- Full-time
…reaches the right audience. We're looking for a Communications Assistant in Toronto to support the day-to-day communication activities of our office…
Added 2 hours ago
N(
Global Engagement and Mobility Assistant
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
NAIT International is looking for a Global Engagement and Mobility Assistant to support global learning opportunities, international engagement initiatives, and study abroad programming.…
Added 2 hours ago
S
Senior Administrative Assistant
Sapere
Mississauga, ON
- Full-time
Role Description The Senior Administrative Assistant is a full-time, on-site role based in Mississauga, ON, providing high-level administrative support to executives and project teams. This…
Added 2 hours ago
Research Assistant 2 - Slaight Centre Research
CAMH
Toronto, ON
CAMH is seeking a full-time, one (1) year contract Research Assistant 2 who will provide support to the Centre’s research team/projects. The Research Assistant 2 supports clinical,…

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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Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.

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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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