At a Glance
- Tasks: Support clients and manage accounts while collaborating with a dynamic team.
- Company: Join RBC Dominion Securities, Canada's top investment and wealth management firm.
- Benefits: Enjoy competitive pay, bonuses, flexible benefits, and world-class training.
- Other info: Work in a collaborative environment with excellent growth opportunities.
- Why this job: Make a real impact in clients' financial success and grow your career.
- Qualifications: Must have strong communication skills and a passion for client service.
The predicted salary is between 50000 - 62500 $ per year.
RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. We are looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
What is the opportunity?
Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team. Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions. Effectively manage incoming communications from clients, Advisors and other internal and external partners. Assist the Advisor team in welcoming and onboarding new clients. Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects. Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant. Follow up on client trades to ensure proper settlement and delivery. Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.
What do you need to succeed?
- Must-have
- Canadian Investment Regulatory Exam (CIRE)
- Strong skills working with business applications/technology, including Microsoft Office Suite
- High quality 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
- Exceptional verbal and written communication skills in English
- Nice-to-have
- Knowledge of RBC Dominion Securities' systems and procedures
- Experience in the securities industry is an asset
What's in it for you?
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:
- 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
- An opportunity to make a difference and have a lasting impact on the lives of others
- 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 Software
Associate in Toronto employer: RBC Dominion Securities
RBC Wealth Management is an exceptional employer that prioritizes employee growth and development, offering a dynamic work culture in the heart of Toronto. As a Strategic Finance Manager, you will benefit from comprehensive training programs, collaborative teamwork, and the opportunity to influence key financial strategies within Canada's largest brokerage. Join us to make meaningful contributions while enjoying a supportive environment that values innovation and excellence.
