Royal Bank of Canada
Job title:
Associate
Company
Royal Bank of Canada
Job description
Job SummaryJob DescriptionRBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The Tettmar Private Wealth Management team, within RBC Dominion Securities Red Deer branch, is currently seeking a resourceful, efficient and collaborative individual to join our team as an Associate. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.What will you do?
- Responsible for the professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
- Support the Investment Advisors in general administrative duties in the management of client accounts
- Support the Investment Advisors in the preparation of client reviews and presentations
- Request information and documentation from clients in order to open accounts and keep client files up to date
- Follow up on client trades to ensure proper settlement and delivery
- Monitor all pending transfers to ensure completion on a timely basis
What do you need to succeed?
Must-have
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- 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
- Wealth Management Experience
Nice-to-have
- Knowledge of RBC Dominion Securities’ systems and procedures, an asset
- Minimum of 2 years of experience in securities industry
- Enthusiastic, committed, and entrepreneurial spirit
Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress: 4900 50 ST:RED DEERCity: RED DEERCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2024-09-19Application Deadline: 2024-10-03Inclusion 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
Red Deer, AB
Job date
Sat, 21 Sep 2024 01:19:16 GMT
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