Job Summary
Job Description
What is the opportunity?
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 RBC Dominion Securities branch located in Courtenay, BC is looking for a resourceful, empathetic, and collaborative individual to join our leading wealth management firm as a Marketing Associate.
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm.
Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.
This is a 1 year contract position*
What will you do?
Business Development and Marketing :
- Executes targeted marketing campaigns and ensures the team is consistently engaging with stakeholders.
- Develops and maintains COI list, reviews, updates, and re-segments as necessary.
- Creates marketing content and materials to be posted publicly online and shared privately in client specific meetings.
- Drawing on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
- Conducts on going research to identify marketing trends that the team can leverage to further their marketing efforts
Client Communication and Experience :
- Manages and executes on all gifts and milestone recognitions as outlined in the team’s Client service plans and tracks client specific hobbies and interests.
- Manages the website on an ongoing basis and performs an annual review to ensure content is u-to-date, links are intact, ect.
- Assist in booking regularly scheduled client update calls.
Event Management :
- Assists in planning events from start to finish according to requirements, target audience and objectives .
- Manages all aspects of coordinating site management (ie : site selection, event layout, logistics and planning and onsite communications, etc.
Oversees activities of external partners ensuring a seamless coordination on event day.
Ensures events are executed smoothly and resolves any unforeseen problems that might occur on event day
What do you need to succeed?
Must-have
- Previous sales, marketing, and event management experience as well as previous financial services experience would be an asset.
- High level of time management and organization skills
- Able to lead projects and is comfortable with managing and prioritizing multiple projects in parallel.
- Is self-driven and dedicated to team player who enjoys participating in the creative process and working with others to develop innovative ideas
- Solution oriented attitude capable of rapidly adjusting when faced with unexpected and urgent demands.
- Exceptional verbal and written communication skills in English
Be Proficient in
- Digital and social media platforms
- Using Canva, Adobe Pro (illustrator, photoshop, etc..) and basic skills in video editing software
- Microsoft Office applications (Outlook, Work, Excel, and PowerPoint).
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.
- 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
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
- The expected salary for this role will be $40,000 per year depending on factors including but not limited to the candidate’s experience, skills, registration status;
market conditions; and business needs.
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
Address :
777 FITZGERALD AVE : COURTENAY
City : COURTENAY
COURTENAY
Country : Canada
Canada
Work hours / week : 37.5
37.5
Employment Type : Full time
Full time
Platform : WEALTH MANAGEMENT
WEALTH MANAGEMENT
Job Type :
Contract (Fixed Term)
Pay Type : Salaried
Salaried
Posted Date : 2024-11-04
2024-11-04
Application Deadline :
2024-11-30
Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above
I nclusion 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 .