Associate
Job Summary
Job Description
What is the opportunity?
The RBC Dominion Securities branch in St.Catharines, ON is currently seeking an Associate to join an advisory team. By joining the team, 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.
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 Advisor in general administrative duties in the management of client accounts and 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
Accurately execute client trades ensuring the adherence to industry and company regulations
Follow up on client trades to ensure proper settlement and delivery
Monitor all pending transfers to ensure completion on a timely basis
Manage the superior client service experience
Organize and execute client events
What do you need to succeed?
Must Have
Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) completion OR willing to complete in 12 months.
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
Some marketing and training experience
Nice to Have
Previous banking or office work environment experience
CSC, CPH
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
Variety of assignments
A strong and diverse team
Financial strength and strong brand
Opportunity to learn and further develop skills in a developed and growing Wealth Management practice.
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.