Associate

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 Ottawa is seeking an Associate to provide administrative support to a successful Advisory Team.

You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

What will you do?

Coordinate and prepare meetings for Advisors with their clients / prospects.

Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.

Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).

Assist the Advisor team with client onboarding.

Help manage incoming communications from clients, Advisors and other internal and external partners.

Maintain existing client accounts and identify opportunities to contact clients : manage timelines and key dates for accounts

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.

Help update team’s communication channels : websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must Have

Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)

Strong Microsoft Office Suite skills

High level of time management and organization 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

Experience in the securities industry is an asset

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

A world-class training program in financial service

Job Skills

Account Management, Client Relationship Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management, Organizing, Proactive Approach, Teamwork

Additional Job Details

Address :

333 PRESTON ST : OTTAWA

City : OTTAWA

OTTAWA

Country : Canada

Canada

Work hours / week : 37.5

37.5

Employment Type : Full time

Full time

Platform : Wealth Management

Wealth Management

Job Type : Regular

Regular

Pay Type : Salaried

Salaried

Posted Date : 2024-06-03

2024-06-03

Application Deadline :

2024-06-17

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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 .