Job opportunity
Investment & Retirement Planning Specialist - Client Care
Royal Bank of Canada
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.
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Apply on source site 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.
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