Royal Bank of Canada·26 days ago
26 days ago
Investment and Retirement Planning Associate
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About this role
Exciting opportunity for an Investment and Retirement Planning Associate to support Financial Planners in delivering tailored investment and retirement solutions. Assist with client meetings, provide value-added support, and help expand client networks. Ideal for candidates with investment experience, mutual funds accreditation, and strong communication skills.
Skills
- mutual funds accreditation
- investment solutions
- client relationship management
- portfolio management
- risk management
- due diligence
- microsoft office
- retail sales
- client needs assessment
- process improvement
- documentation management
- qafp designation
- pfp designation
- proactive client contact
- team collaboration
Company
Royal Bank of Canada
SCUGOG, Canada
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