Associate

What is this opportunity?

The RBC Dominion Securities Langley branch is currently seeking an Associate to assist an with our investment team. The successful candidate will possess a passion for service excellence, and thrive in a dynamic and fast-paced team environment.

What will you do?

Client Service

• Execute activities and continuous client contact as per Advisor's business plan, client service plan, review schedule.
• Coordinate meetings for advisors with their clients / prospects - handle logistics, prepare meeting room, welcome clients, execute post-meeting tasks.
• Help manage incoming communications; e.g., answer phone, triage Advisor's e-mails

Account Administration

• Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts. (shared responsibility with current Admin Assistant)

General Business Administration

• Coordinate with advisor any client events, manage invitations and logistics, RSVPs and event execution and follow up.
• Assist Advisor with managing an RBC partner and COI service plan and execution of the plan.
• Assist with preparing mail outs of client info packages, prospectuses, newsletters, invitations to seminars, etc.
• Assist with day-to-day marketing tasks and social media maintenance.
• Ensure team processes are current and strive for efficiencies.

Marketing & Business Development

• Work closely with RBC WMC Marketing partners to design/build/manage team's website, including maintenance and posting new content for clients.
• Execute the creation of marketing materials using content creation, management, and publishing tools while adhering to brand guidelines.
• Oversight of key metrics for tracking efficacy and impact of various marketing initiatives and of website activity.
• Observe social, economic, and political trends that could affect the organization, and generate knowledgeable recommendations to enhance the team's image based on those trends.
• Lead client events with the advisor and any sponsors, including event logistics, invitations, follow up with invitees, execution of event and follow up.
• Use innovative and creative ideas to suggest business development activities for the team.
• Create new content for social media accounts for the Advisor/team, manage social media using approved platforms only with strict adherence to RBC policies
• Work with the Advisor to build and manage a COI service plan with external COIs and RBC Bank partners.
• Track any changes in COI/bank partners to ensure connections with key partners are managed.
• Provide world class client service to our valued clients

What do you need to succeed?

• Successful Completion of CSC/CPH, or willingness to complete within 6 months of start date
• Exceptional client service skills and experience
• Administrative experience

Nice-to-have

• Knowledge around Dominion Securities systems an asset
• Undergraduate degree
• The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team

The expected base salary range for this particular position is $37,500 - $45,000 -- depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBC's robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC's high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above