Investment and Retirement Planning Assistant

What is the opportunity? 

The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. 

What will you do ? 

• Takes the initiative to keep informed of current events, market news and internal information on RBCnet and applicable internal sites 

• Ensures Financial Planner, Investment and Retirement Planning needs are proactively identified and provides required information/documents for him/her to complete duties, also gathers and prepares material required for presentations, marketing initiatives, etc. 

• Manages Investment and Retirement Planner's e-mail/mail, proactively responding to correspondence/requests and prioritizes for FPIRP to read 

• Ensures FPIRP’s diary is effectively time managed to create capacity for all required activities 

What do you need to succeed ? 

Must-have 

• To support the position of a mobile Investment and Retirement Planner you should be sales-oriented, self-motivated, self-managed and thrive in a fast-paced environment. 

• You must be able to consistently provide superior responsive service to client requests to build customer loyalty and trust. 

• You must 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 

• Great sense of initiative 

• Experience in administration or secretarial tasks is an important asset. 
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

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, competitive compensation, commissions, and stock where applicable 

• A world-class training program in financial services 

• Excellent career development and access to a variety of job opportunities across business and geographies 

• Leaders who support your development through coaching and managing opportunities 

• Work in a dynamic, collaborative, progressive, and high-performing team 

Job Skills

Additional Job Details

2641 AV VAN HORNE, FLOOR 2:MONTRÉALMontréalCanada37.5Full timePERSONAL & COMMERCIAL BANKINGRegularSalaried2026-10-292026-11-20

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.

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.