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Associate
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0000050599 RBC Dominion Securities Inc.HAMILTON, Ontario, Canada- Full-time
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 RBC Dominion Securities Hamilton branch is currently seeking an Associate to join their Council team specialized in providing wealth management services.
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 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
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
What’s in it for you? We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from :
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
An opportunity to make a difference and have a lasting impact on the lives of others
Work in a dynamic, collaborative, progressive, and high-performing team
The chance to work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management Additional Job Details
Address :
100 KING ST W : HAMILTON
City : HAMILTON
Country : Canada
Work hours / week : 37.5
Employment Type : Full time
Platform : Wealth Management
Job Type : Regular
Pay Type : Salaried
Posted Date : 2024-05-24
Application Deadline :
2024-06-07
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.