Associate

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in Kamloops, BC is looking for an Associate to join a highly successful Private Investment Management team.

Your role on the team will be to provide administrative support, including high quality proactive & reactive customer service, assisting in relationships with new and existing clients.

What will you do?

• Assist the Advisor team with client onboarding, including preparing and executing documentation.
• Help manage incoming communications from clients, Advisors, and other internal and external partners.
• Coordinate and prepare for meetings.
• 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.

• Reviewing cash balances (debits & credits) for investment or debit coverage for discretionary and non-discretionary accounts
• Support team members in executing portfolio trading and support the Portfolio Manager in keeping portfolio models up to date
• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, brochures, newsletters.

What do you need to succeed?

Must-have

• High level of time management and organization skills, with meticulous attention to detail
• 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 in English
• Aptitude to build quality relationships.
• Strong Microsoft Office Suite skills

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) OR ability to complete with 6-12 months of employment.
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience with Salesforce application.
• Experience in the Investment or Finance 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 which include competitive compensation and flexible benefits
• 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 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 :

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address :

186 VICTORIA ST : KAMLOOPS

City : KAMLOOPS

KAMLOOPS

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 : 2024-04-29

2024-04-29

Application Deadline :

2024-06-05

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 .