At a Glance
- Tasks: Support investment planning clients and manage transactions from home in Richmond.
- Company: Join RBC, a leading financial institution with a focus on client success.
- Benefits: Flexible part-time hours, competitive pay, and opportunities for growth.
- Other info: Dynamic role with the chance to develop valuable skills in finance.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Must be sales-oriented, self-motivated, and fluent in Mandarin or Cantonese.
The predicted salary is between 1170 - 1430 $ per month.
Support investment planning clients from a home office in Richmond while using Mandarin or Cantonese and responsive communication skills. Part-time work totals 20 hours weekly.
As an Investment and Retirement Planning Assistant at RBC, you support a top-producing Financial Planner with sales objectives and related activities.
You manage client contacts, transactions, office routines, files, records, and presentation materials.
The position requires Mandarin or Cantonese language skills and flexibility to work at the branch when required.
Key Responsibilities
- Respond to client telephone, fax, and email requests
- Execute and deliver client transactions and requests
- Develop relationships with service partners
- Manage office routines, files, and records
- Prepare materials for presentations and marketing initiatives
Requirements
- Sales-oriented, self-motivated, and self-managed approach
- Strong problem-solving, customer service, and listening skills
- Excellent oral, written, and business writing communication
- Resourcefulness, independence, organization, and prioritization
- Microsoft Office and Mandarin or Cantonese skills
Bring organized client support, transaction execution, and Mandarin or Cantonese communication to RBC investment planning services.
Investment Planning Assistant – Richmond employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
