Investment and Retirement Planning Assistant
Royal Bank of Canada· 81 open roles
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About This RoleAI processing…
Job Description Supporting a top producing Financial Planners, Investment and Retirement Planning in meeting sales objectives and related activities by providing value added administrative service and support. Provides primarily responsive client contact management through telephone, fax and e-mail requests. Develops relationships with service partners to ensure operational guidelines are adhered to and transactions are processed efficiently. Manages office routines to ensure efficiency is main…
Key ResponsibilitiesTypical for this role
- 1Own accounting, reporting, or financial analysis in your area
- 2Partner with leadership on planning, forecasting, and budgeting
- 3Ensure compliance with internal controls and external requirements
- 4Drive improvements to financial systems and processes
RequirementsTypical for this role
- Background in accounting, FP&A, or financial analysis
- Strong Excel/Sheets fluency and comfort with financial modeling
- Familiarity with GAAP, internal controls, and reporting standards
- Detail-oriented with strong organizational habits
Perks & BenefitsTypical for this role
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