Elevate your career with RBC as a Financial Planner Assistant in Russell-Binscarth. Provide exceptional service and support while managing client requests and relationships effectively.
This full-time position involves working closely with a top-producing Financial Planner. You will excel in client service delivery, utilizing strong communication and organizational skills to prioritize and manage tasks. In your role, you will also build relationships with service partners and ensure transactions are processed smoothly.
Key Responsibilities:
- Deliver superior service to client requests via multiple channels
- Execute and manage client transactions efficiently
- Build relationships with referral sources and service partners
- Maintain and organize essential office files and records
- Stay updated on industry skills and knowledge
Requirements:
- Minimum 2 years in a service and sales support role
- Exceptional communication and customer service skills
- Strong organizational and multitasking abilities
- Proficiency in Microsoft Office applications
- Experience with emerging technology and communication tools
Support financial excellence and enhance client experiences as part of RBC's dedicated team in Russell-Binscarth.
Financial Planner Assistant at RBC in Russell 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.
