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
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 enrolment in it, a mutual funds licence, 2 to 3 years of financial planning experience for planner roles, strong networking skills, and English and French bilingualism. The Associate role needs a mutual funds accreditation, prior client-facing banking experience, and proficiency in Microsoft Office.
Linx, Casper, Sales Platform, RBC Investment System, CART, IRIS