Associate

Job title:

Associate

Company

Royal Bank of Canada

Job description

Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities branch in Port Elgin is currently seeking an Associate to join a well-established Wealth Management team, specialized in providing investment and wealth management services to a sophisticated clientele. You will participate in building strong client relationships by providing exceptional and efficient service in responding to client needs and administrative duties related to client accounts. You must have a genuine passion for helping people reach their financial goals, and for working as a part of a team.What will you do?

• Support the Investment Advisor team in general administrative duties in the management of client accounts, including the preparation of client reviews, presentations, meetings, events
• Responsible for the professional servicing of incoming telephone and email contacts from clients, their advisors, and other internal and external partners
• Work directly with our clients and their advisors to request information and documentation in order to fulfill their needs (open accounts, execute on trades, reporting, etc)
• Work with an exceptional team of colleagues to follow a service plan for proactive and a high level of client service and the delivery of comprehensive wealth management services

What do you need to succeed?Must-have

• Strong Microsoft Office Suite skills
• Meticulous attention to detail and excellent time management skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication skills in English

Nice-to-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) (can be in process of obtaining)

• Knowledge of RBC Dominion Securities’ systems and procedures, an asset
• Minimum of 2 years of experience in securities industry
• Enthusiastic, committed, and entrepreneurial spirit

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.
• 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 Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing SoftwareAdditional Job DetailsAddress: 556 GODERICH ST:SAUGEEN SHORESCity: SAUGEEN SHORESCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2024-07-29Application Deadline: 2024-08-31Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Expected salary

Location

Ontario

Job date

Mon, 29 Jul 2024 23:55:09 GMT

To help us track our recruitment effort, please indicate in your email/cover letter where (un-jobs.net) you saw this job posting.