# Investment and Retirement Planning Assistant at RBC

RBC is hiring an Investment and Retirement Planning Assistant. Level rates it Little AI ●○○○; you can [apply on RBC](https://jobsbylevel.com/go/c7b951ee-91ac-4d32-8a9c-8d4071a0b41b?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. RICHMOND, British Columbia, Canada.

## Details

- Company: [RBC](https://jobsbylevel.com/companies/rbc)
- AI level: AI Level 1 (score 38 out of 100)
- Location: RICHMOND, British Columbia, Canada
- Posted: October 23, 2026
- Apply: https://jobsbylevel.com/go/c7b951ee-91ac-4d32-8a9c-8d4071a0b41b?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=investment-and-retirement-planning-assistant-at-rbc-be3c16

## Description

Job Description What is the opportunity? As an Investment and Retirement Planning Assistant, you support a top producing Financial Planner, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provide primarily responsive client contact management through telephone, fax and e-mail requests. Develop relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manage office routines to ensure efficiency is maintained through availability and effective management of files and records. Gathering and preparing material required for presentations, meetings, marketing initiatives, etc. Work environment is your home office, with flexibility to work at the branch if required by the Financial Planner, Investment and Retirement Planning. Mandarin/Cantonese language skills required. What will you do? Consistently provide superior responsive service to client fax/e-mail/telephone requests Consistently provide superior responsive execution and delivery of client transactions/requests Be familiar with key referral sources and have strong organizational awareness Demonstrate personal commitment to ensure skills and knowledge are up-to-date Consistently provide superior responsive service to client requests in order to build customer loyalty and trust What do you need to succeed? Must-have You should be sales-oriented, self-motivated, self-managed and thrive in a fast paced environment Strong skills in problem solving and sense of urgency are key in this position, as well as customer service, listening and understanding, achievement/motivation, teamwork and co-operation, initiative and pro-activity Excellent communication skills, oral/written skills, good business writing Resourcefulness and able to work independently Be extremely well organized with the ability to multi-task and prioritize You are an energetic and enthusiastic team player who pays attention to detail Strong computer skills in Microsoft Office including Word, Power Point, Excel, Outlook and Marketing Central Knowledge of Royal Bank systems including Sales & Service Platform and RBCNet would be an asset Mandarin/Cantonese language skills What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation Leaders who support your development through coaching and managing opportunities A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded Job Skills Additional Job Details Address: 6400 NO 3 RD:RICHMOND City: Richmond Country: Canada Work hours/week: 20 Employment Type: Part time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-23 Application Deadline: 2026-11-15 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/investment-and-retirement-planning-assistant-at-rbc-be3c16

Source: https://jobsbylevel.com/jobs/investment-and-retirement-planning-assistant-at-rbc-be3c16

## Cite this page

Level. https://jobsbylevel.com/jobs/investment-and-retirement-planning-assistant-at-rbc-be3c16.

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