Investment and Retirement Planning Associate
RBC — STRATHCONA COUNTY, Alberta, Canada
Posted 2026-09-03
Job Description What is the opportunity? As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals and expand the network of your team. As a member of the Financial Planning, Investment and Retirement Planning Team, you bring innovative ideas to grow market share and enrich the success of the team. What will you do? Enable Financial Planners, Investment and Retirement Planning, by assisting with preparations for client meetings, and supporting the fulfilment of simple investment solutions and referrals to appropriate partners Maintain a superior level of client experience and service with all clients whether they visit our branches or contact us by phone/email Provide support to client requests, act as a point of contact for client concerns, and ensure accuracy of documenta