Royal Bank of Canada·17 days ago
17 days ago
Investment and Retirement Planning Associate
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About this role
Become part of our team as an Investment and Retirement Planning Associate, supporting Financial Planners in delivering tailored investment and retirement solutions. Assist with client meetings, resolve client concerns, and contribute to a differentiated client experience. Ideal for candidates with investment experience and strong communication skills.
Skills
- mutual funds accreditation
- investment solutions
- client relationship management
- portfolio management
- risk analysis
- due diligence
- microsoft office
- retail sales
- client acquisition
- problem resolution
- process improvement
- documentation management
- administrative support
- team collaboration
Company
Royal Bank of Canada
STRATHCONA COUNTY, Canada
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