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 Ancaster branch is currently seeking an Associate to join a Chairman’s Council Team specialized in providing wealth management services.

You will assist by helping to deepen the relationships with existing clients through ongoing, efficient support to both the clients and the advisory team.

What will you do?

• Assist with upholding Advisory team’s business plan, client service plan, and review schedule.
• Update client info in the team’s contact management system. Maintain a record of client details, interactions, meeting notes, and identified opportunities for follow up.
• Coordinate meetings and events for Advisors with clients and prospects help establish meeting agenda; assemble documents, key notes, and discussion points for advisory team;

execute post-meeting work or ensure it is delegated to the appropriate person.

• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
• Assist the Advisory team with client onboarding.
• Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, etc.).

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, 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 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

HAMILTON

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 : 2024-11-20

2024-11-20

Application Deadline :

2024-12-05

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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