# Senior Associate

**Company**: RBC Dominion Securities
**Location**: Toronto, Ontario
**Experience**: senior
**Job type**: full-time
**Salary**: $37,500.00 - $50,000.00
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Senior-Associate_R-0000191016-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
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## 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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## Skills

### Required
- Account Management
- Customer Success
- Decision Making
- Financial Regulation
- Group Problem Solving
- Interpersonal Relationships
- Investment Risk Management

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Senior-Associate_R-0000191016-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)