Royal Bank of Canada in Ottawa is seeking an Investment and Retirement Planning (IRP) Associate to support Financial Planners and the Investment and Retirement Planning team, enabling them to focus on planning, advice, and acquiring new clients.
You will prepare for client meetings, assist with simple investment solutions and referrals, maintain a superior client experience, verify documentation, and help identify opportunities to grow client assets and strengthen the team's annual plan.
Investment & Retirement Planning Specialist - Client Care employer: Royal Bank of Canada
Join a dynamic team in Vancouver where your expertise in commercial real estate financing will directly impact clients and colleagues. We offer a supportive work culture that prioritizes employee well-being, with flexible benefits, ongoing training, and opportunities for professional growth. Our commitment to inclusion and community involvement makes us an exceptional employer for those seeking meaningful and rewarding careers.
