Investment and Retirement Planning Associate

As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, enabling them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by providing value added support and problem resolution. You collaborate with partners across the organization to identify and meet client needs and goals, and expand the network of your team. As a member of the Financial Planning, Investment and Retirement Planning Team, you bring innovative ideas to grow market share and enrich the success of the team.

What will you do?

• Enable Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of simple investment solutions and referrals to appropriate partners.
• Maintain a superior level of client experience and service with all clients whether they visit our branches or contact us by phone/email.
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