Associate producer Jobs in Port Moody, BC
Associate
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Associate
0000050599 RBC Dominion Securities Inc.SURREY, British Columbia, CanadaAssociate
Royal Bank of Canada>SURREY, CanadaJob Summary
Job Description
What is the opportunity?
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.
The RBC Dominion Securities branch located in White Rock, BC, is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate, providing dedicated support in administrative, investment & money management activities for a high performing Advisory team.
What will you do?
- Maintain existing client accounts and identify opportunities to contact clients : manage timelines and key dates for accounts.
- Assist the Advisor team with client onboarding.
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
- 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 manage incoming communications from clients, Advisors, and other internal and external partners.
- Assist the Advisor team in welcoming and onboarding new clients.
- Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date, and compliant.
- Execute trades and rebalance portfolios.
- Follow up on client trades to ensure proper settlement and delivery.
What do you need to succeed?
Must-have
Nice-to-have
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.
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 :
Job Skills
Account Management, Client Service, Customer Success, Decision Making, Interpersonal Relationships, Investments, Teamwork, Wealth Management
Additional Job Details
Address :
2626 CROYDON DR : SURREY
City : SURREY
Country : Canada
Work hours / week : 37.5
Employment Type : Full time
Platform : WEALTH MANAGEMENT
Job Type : Regular
Pay Type : Salaried
Posted Date : 2025-01-10
Application Deadline :
2025-02-08
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 .