Description
RBC Dominion Securities is seeking a resourceful, efficient, and collaborative individual to join their leading wealth management firm as an Associate.
The Associate will provide ongoing, exceptional service and support to clients and the Advisor team, helping to deepen existing relationships and welcome new clients to the firm.
Responsibilities:
- Maintain existing client accounts and identify opportunities to contact clients
- Respond to client inquiries in a time-efficient manner
- Provide proactive client service, leveraging problem resolution skills
- Effectively manage incoming communications from clients, Advisors, and internal and external partners
- 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
- Follow up on client trades to ensure proper settlement and delivery
- Support the Advisor team and client through the Wealth Management process
Requirements:
- 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
- Exceptional verbal and written communication skills in English
Nice-to-have:
- Knowledge of RBC Dominion Securities' systems and procedures
- Experience in the securities industry
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