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Added 13 mins ago
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RBC

Investment and Retirement Planning Associate

Ottawa, ON, Canada

Part-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Part-time
Apply by: Nov 4, 2026
Posting language: English
Posted: Oct 29, 2026

Original job description

Job Description

What is the opportunity?

As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Financial Planning, Investment and Retirement Planning Team, you bring innovative ideas to grow market share and enrich the success of the team.

What will you do?

Enable Financial Planners, Investment and Retirement Planning, by assisting with preparations for client meetings, and supporting the fulfilment of simple investment solutions and referrals to appropriate partners
Maintain a superior level of client experience and service with all clients whether they visit our branches or contact us by phone/email
Provide support to client requests, act as a point of contact for client concerns, and ensure accuracy of documentation with follow-ups, as required
Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies
Maximize opportunities to effectively identify client needs, make referrals, acquire new investment clients and assets, and track and review progress against the teams’ annual plan
Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
Support Financial Planners, Investment and Retirement Planning, with administrative activities and proactive client contact

What do you need to succeed?

Must-have

Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
Previous experience in investments
Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills
IT literacy including the Microsoft Office suite of products, and digital knowledge
Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Ability to work both independently and in a team environment, demonstrating strong collaboration skills

Nice-to-have

Proven track record of building rapport and developing client relationships
Experience in proactive retail sales

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 competitive compensation, bonuses, and flexible benefits
Continued opportunities for career advancement
Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities
Opportunity to achieve great success and grow your career with RBC

Job Skills

Additional Job Details

Address:

2212 BANK ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

Employment Type:

Part time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-29

Application Deadline:

2026-11-04

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 associate provides direct client and sales support to Financial Planners to facilitate planning, advice, and new client acquisition. They also manage client requests, ensure documentation accuracy, and identify opportunities to grow market share.

Requirements

Candidates must hold a mutual funds accreditation and possess previous experience in the investment industry. Strong communication, multi-tasking, and IT literacy skills are required to succeed in this fast-paced environment.

Skills

Investment planning
Retirement planning
Client support
Sales support
Financial planning
Problem resolution
Relationship building
Mutual funds accreditation
Microsoft Office
Communication skills
Multi-tasking
Operational risk management
Administrative support
Retail sales
Collaboration

Benefits

Competitive compensation
Bonuses
Flexible benefits
Career advancement opportunities
Coaching and development

Visa sponsorship

Not detected in the job text

Keywords

Investment
Retirement Planning
Financial Planning
Mutual Funds
Canadian Securities Course
Investment Funds in Canada
Client Experience
Sales Support
Operational Risk
Microsoft Office
Retail Sales
Banking
Client Relations
Asset Management
Documentation
Collaboration
Problem Solving
Professional Development

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