Found Description
Join RBC as an Investment and Retirement Planning Associate in Winnipeg and play a vital role in client support and financial strategy. Collaborate with Financial Planners to enhance client satisfaction and drive new investments.
In this full-time position, you will be responsible for assisting with meeting preparations, resolving client concerns, and ensuring accurate documentation. Work closely with cross-functional partners to meet client needs and contribute innovative ideas that enrich the team's success. Your hands-on approach will enable improvements and optimize client tasks.
Key Responsibilities:
• Support Financial Planners with client meetings and follow-ups
• Deliver exceptional client service through various communication channels
• Resolve client issues and maintain accurate records
• Identify opportunities for client referrals and acquisitions
• Manage administrative tasks and maintain proactive client contact
Requirements:
• Mutual Funds accre...
In this full-time position, you will be responsible for assisting with meeting preparations, resolving client concerns, and ensuring accurate documentation. Work closely with cross-functional partners to meet client needs and contribute innovative ideas that enrich the team's success. Your hands-on approach will enable improvements and optimize client tasks.
Key Responsibilities:
• Support Financial Planners with client meetings and follow-ups
• Deliver exceptional client service through various communication channels
• Resolve client issues and maintain accurate records
• Identify opportunities for client referrals and acquisitions
• Manage administrative tasks and maintain proactive client contact
Requirements:
• Mutual Funds accre...