Elevate client engagement as an Investment and Retirement Planning Associate with RBC in Winnipeg. Support Financial Planners in delivering tailored solutions to enhance client experiences and drive investment growth.
As an integral part of the Financial Planning Team, you'll facilitate client meetings, manage referrals, and ensure flawless documentation. Your role focuses on fulfilling investment solutions efficiently while identifying areas for enhancement. Collaborate with various partners to address client goals effectively and expand the team's network.
Key Responsibilities:
• Assist Financial Planners with client meeting preparations
• Maintain superior client service via branches and digital channels
• Act as a point of contact for client inquiries and issues
• Identify client needs and track progress against team goals
• Support administrative tasks and proactive client outreach
Requirements:
• Mutual Funds accreditation or relevant certification
•...