Associate

Job title:

Associate

Company

Royal Bank of Canada

Job description

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.The RBC Dominion Securities branch located in Halifax is seeking an Associate to provide administrative support to a high performing Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.What will you do?

• Work with a great team in a dynamic and rewarding environment
• Support the team in preparing account opening documentation and onboarding clients
• Support the team in general administrative duties in the management of client accounts and in the preparation of client reviews and presentations
• Maintaining the team’s Service Plan.
• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary
• Support & maintain digital presence and other marketing related opportunities
• Leading the team with respect to new branch-wide technology roll outs and other new initiatives and being an expert for the team to seamlessly adapt to changes

What do you need to succeed?Must-have

• Industry experience of 2+ years
• Undergraduate degree or equivalent

• Successful completion of Canadian Securities Course (CSC)
• Successful completion of Conduct and Practices Handbook Course (CPH) or willingness to complete within 3 months

• Meticulous attention to detail and excellent time management and organizational skills
• Exceptional client service skills demonstrating professionalism, warmth and friendliness to clients
• Exceptional verbal and written communication skills in English
• Strong Microsoft Office Suite skills

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
• 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
• Opportunities to do challenging work

Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress: 1959 UPPER WATER ST, UNIT 1400:HALIFAXCity: HALIFAXCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2024-09-10Application Deadline: 2024-11-02Inclusion 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

Halifax, NS

Job date

Thu, 12 Sep 2024 03:21:41 GMT

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