Enhance your career at RBC as an Investment and Retirement Planning Associate, focusing on providing exceptional client support and strategic financial solutions. This role is key to operational efficiency and team collaboration.
As a part of the Investment and Retirement Planning team, you'll assist Financial Planners in delivering outstanding client service and fulfilling investment needs. Your role involves proactive client interactions and collaborating across departments. Identifying client needs and referrals will also be essential for driving new client acquisition and market growth.
Key Responsibilities:
• Support Financial Planners with client meeting preparations
• Maintain exceptional client service for in-person and remote interactions
• Serve as a client liaison, ensuring documentation accuracy
• Optimize client task workflows for efficiency
• Proactively engage with clients and track progress
Requirements:
• Fluent in Cantonese/Mandarin
• Mus...