IRP Assistant
RBC — MONTRÉAL, Quebec, Canada
Posted 2026-10-29
Job Description What is the opportunity? The administrative assistant will support top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. What will you do ? Takes the initiative to keep informed of current events, market news and internal information on RBCnet and applicable internal sites Ensures Financial Planner, Investment and Retirement Planning needs are proactively identified and provides required information/documents for him/her to complete duties, also gathers and prepares material required for presentations, marketing initiatives, etc. Manages Investment and Retirement Planner's e-mail/mail, proactively responding to correspondence/requests and prioritizes for FPIRP to read Ensures FPIRP’s diary is effectively time managed to create capacity for all required activities What do you need to succeed ? Must-have To support the position of a mobile Investment an