Associate
Job Summary
Job Description
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
The Tettmar Private Wealth Management team, within RBC Dominion Securities Red Deer branch, is currently seeking a resourceful, efficient and collaborative individual to join our team as an Associate. You will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.
Tettmar Private Wealth Management - Home (rbcwealthmanagement.com)
What will you do?
- Responsible for the professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
- Support the Investment Advisors in general administrative duties in the management of client accounts
- Support the Investment Advisors in the preparation of client reviews and presentations
- Request information and documentation from clients in order to open accounts and keep client files up to date
- Follow up on client trades to ensure proper settlement and delivery
- Monitor all pending transfers to ensure completion on a timely basis
What do you need to succeed?
Must-have
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong Microsoft Office Suite skills
- Meticulous attention to detail and excellent time management skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication skills in English
- Wealth Management Experience
Nice-to-have
- Knowledge of RBC Dominion Securities' systems and procedures, an asset
- Minimum of 2 years of experience in securities industry
- Enthusiastic, committed, and entrepreneurial spirit
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
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