Associate

Job title:

Associate

Company

Royal Bank of Canada

Job description

Job SummaryJob DescriptionWhat is the opportunity?RBC 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 RBC Dominion Securities Ancaster branch is currently seeking an Associate to join a Chairman’s Council Team specialized in providing wealth management services.
You will assist by helping to deepen the relationships with existing clients through ongoing, efficient support to both the clients and the advisory team.What will you do?

• Assist with upholding Advisory team’s business plan, client service plan, and review schedule.

• Update client info in the team’s contact management system. Maintain a record of client details, interactions, meeting notes, and identified opportunities for follow up.

• Coordinate meetings and events for Advisors with clients and prospects – help establish meeting agenda; assemble documents, key notes, and discussion points for advisory team; execute post-meeting work or ensure it is delegated to the appropriate person.

• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.

• Assist the Advisory team with client onboarding.

• Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, etc.).

What do you need to succeed?Must HaveCanadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)Strong Microsoft Office Suite skillsMeticulous attention to detail and excellent time management skillsDemonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clientsExceptional verbal and written communication skills in EnglishNice to HaveKnowledge of RBC Dominion Securities’ systems and procedures, an assetMinimum of 2 years of experience in securities industryEnthusiastic, committed, and entrepreneurial spiritWhat’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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesJob Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress: 259 WILSON ST E:HAMILTONCity: HAMILTONCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2024-11-20Application Deadline: 2024-12-05Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion 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

Hamilton, ON

Job date

Thu, 21 Nov 2024 23:39:52 GMT

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