Description
RBC Dominion Securities is a leading investment and wealth management firm in Canada, known for its collaborative and supportive culture. We are seeking a Senior Associate to join our team.
Responsibilities:
- Coordinate meetings and events for the Investment Advisor with clients and prospects
- Provide proactive client service with a problem-resolution focus and attention to details
- Respond to client account inquiries and remain accountable to follow-up
- Help build and execute business plans, client segmentation, and client service plans
- Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
- Deepen existing relationships with Centers of Influence (COIs) through ongoing management
- Conduct ongoing research on markets and investments, provide regular updates to the advisory team
- Support advisory team and client through the Wealth Management process
Requirements:
- Canadian Investment Regulatory Exam, CIRE
- University degree
- Self-directed individual with a growth and goals-oriented mindset
- Exceptional written and verbal communication skills
Nice-to-have:
- 4 years or more of professional experience within the investment industry
- Meticulous attention to detail and strong problem-solving and analytical skills
- Highly-developed client service skills
What's in it for you?
- 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
- 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
- World-class training program in financial services
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