Description
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.
The RBC Dominion Securities branch in Edmonton is looking for a resourceful, efficient and collaborative individual to join our Team as an Associate.
By providing ongoing, exceptional service and support to our clients, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable Team member, you will play a key role in both general practice administration and maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with the Investment Advisors in managing client portfolios and wealth management planning opportunities.
Responsibilities
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- 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 respond to client account inquiries and take ownership of follow-ups.
- Manage competing priorities with ease, demonstrating a keen sense of organization and time management.
- Excel in operational excellence to drive efficiency, streamline processes, and ensure exceptional execution.
- Complete administrative and operational tasks to support the Advisor: process incoming and outgoing funds, coordinate client meetings and prepare material for the Advisor, process account opening and maintenance documentation, etc.
- Help build and execute client segmentation exercises, and client service plans.
- Support your advisory team with new client acquisition.
Requirements
- Canadian Investment Regulatory Exam, CIRE (completed)
- Excellent communication skills, both verbal and written
- Proficiency with Microsoft Office Suite
- Relevant administrative or financial services industry experience
- Meticulous attention to detail and strong organizational skills
Nice to Have
- Post Secondary Education (College or University)
- Dominion Securities (DS) or Retail Brokerage work experience
- Enthusiastic, committed, and entrepreneurial spirit
What's in it for you?
- 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