Description
RBC Dominion Securities is a leading wealth management firm seeking a resourceful, efficient, and collaborative individual to join their team as an Associate. The successful candidate will provide exceptional service and support to clients and the Advisor team, helping to deepen existing relationships and welcome new clients.
Responsibilities:
- Maintain existing client accounts and identify opportunities to contact clients
- Respond to client inquiries in a timely and professional manner
- Provide proactive client service and work collaboratively with various departments to resolve issues
- Assist the Advisor team in welcoming and onboarding new clients
- Coordinate and prepare meetings for Advisors with clients/prospects
- Ensure client files and documentation are accurate, up-to-date, and compliant
- Support the Advisor team and client through the Wealth Management process
Requirements:
- At least 2 years of financial industry experience
- 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
- Exceptional verbal and written communication skills in English
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Meticulous attention to detail and strong problem-solving skills
Nice-to-have:
- 4 years or more of professional experience within the investment industry
- Oral and Written Hebrew skills
What’s in it for you?
- Comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation with a base salary range of $37,500 - $45,000
- Opportunity to earn considerably more through RBC's robust discretionary bonus program
- 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
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