Associate
Job Summary
Job Description
What is the opportunity?
The RBC Dominion Securities branch located in Toronto, ON is looking for an Associate to provide administrative support to support a successful Advisor.
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Investment Advisor.
What will you do?
Coordinate and prepare meetings for the Advisor with their clients/prospects.
Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).
Assist the Investment Advisor with client onboarding.
Help manage incoming communications from clients, Advisors and other internal and external partners.
Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
Help update team's communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
What do you need to succeed?
Must Have
Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
Strong Microsoft Office Suite skills
High level of time management and organization skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
A minimum of 2 years of experience within wealth management/securities industry
Nice to Have
Knowledge of RBC Dominion Securities' systems and procedures
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, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
Job Skills
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Inclusion and Equal Opportunity Employment
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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