Publié il y a 7 jours
Investment and Retirement Planning Assistant
@ Royal Bank of Canada
Richmond, Colombie-Britannique
En bref
Royal Bank of Canada is hiring a part-time Investment and Retirement Planning Assistant to support a top-producing Financial Planner in Richmond, BC. The role handles client requests by phone, fax and email, manages office files and records, and prepares materials for meetings and marketing. The posting requires Mandarin or Cantonese, about 20 hours per week, a salaried pay type, and a home office with occasional branch work.
Responsabilités :
- Respond to client telephone, fax and email requests
- Process client transactions and requests efficiently
- Manage office files and records
- Gather material for presentations, meetings and marketing
Résumé des exigences :
- Mandarin or Cantonese language skills
- Strong Microsoft Office skills
- Excellent oral and written communication
- Organized, able to multitask and prioritize
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · phenom
- Date publiée par l’employeur
- 2026-11-04
- Première détection par notre source
- 2026-10-23
- Mise à jour du dossier source
- 2026-11-07
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Service à la clientèle |
| Heures par semaine | 20 |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Domicile, Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | Mandarin, Cantonese, English |
| Avantages mentionnés | Horaire flexible, Prime de rendement |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Royal Bank of Canada
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
- Abonnés LinkedIn
- 932 626
- Personnes associées sur LinkedIn
- 96 867
- Bureaux déclarés
- 200 Bay Street, Toronto, Ontario M5J 2J5, CA
- 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA
- 2 Park St, Sydney, NSW 2000, AU
- 100 Bishopsgate, London, England EC2N 4AA, GB
- Persiaran Apec, Cyberjaya, Selangor 63000, MY
- 60 S 6th St, Minneapolis, MN 55402, US
- Catégories d’activité
- Wealth Management
- Commercial Lending
- Finance
- Banking
- Payments
- Asset Management
- Insurance
- Lending
- Financial Services
- Financial Exchanges
- Autres noms enregistrés
- Royal Bank of Canada
- RBC
- Spécialités
- finance
- banking
- investing
- insurance
- financial planning
- wealth management
- and capital markets
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 22 251 000
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market…
| Champ | Valeur |
|---|---|
| Secteur | Banking |
| Taille | 10,001+ employees |
| Siège social | Toronto, Ontario |
| Type d’organisation | Public Company |
| Spécialités | financebankinginvestinginsurancefinancial planningwealth managementand capital markets |
| Offres sur Jobsy | 1 101 |
| Voir la page |
Job Description
What is the opportunity?
As an 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.
Work environment is your home office, with flexibility to work at the branch if required by the Financial Planner, Investment and Retirement Planning.
Mandarin/Cantonese language skills required.
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
- Mandarin/Cantonese language skills
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
Additional Job Details
Address:
6400 NO 3 RD:RICHMONDCity:
RichmondCountry:
CanadaWork hours/week:
20Employment Type:
Part timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-10-23Application Deadline:
2026-11-15Note: 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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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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