Associate, Ancaster

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 Branch located in Ancaster, ON is looking for a full-time Associate to join their Council team. By joining the team you will participate in maintaining, developing and growing the business by assisting the Portfolio Manager in an efficient and professional manner. 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 Portfolio Manager in general administrative duties in the management of client accounts

Support the Portfolio Manager 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

Monitor all pending transfers to ensure completion on a timely basis

Maintain client households in accordance with the agreed upon Investment Policy Statement and within the respective account’s Know Your Client information

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 :

259 WILSON ST E : 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.