Investment & Retirement Planning Assistant
Chilliwack, BCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
2+ ansRoyal Bank of Canada needs at least two years of service or sales support experience, strong customer service and written communication, and solid Microsoft Office skills. Candidates should be organized, able to multitask, and comfortable with digital tools like web meetings and digital banking.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Sales & Service Platform, RBCNet
RBC Open House Financial Planning | Wednesday January 13th, 2027
Montréal, QCRoyal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02
2+ ansCandidates need a Financial Planning designation (IPF) or be completing it, a Mutual Funds licence (IFIC or CSC), and at least 2 to 3 years of financial planning experience. Bilingual English and French is required, along with strong networking and client acquisition skills.
Linx, Casper, Sales Platform, RBC Investment System, CART, IRIS