Talent.com
Associate

Associate

Royal Bank of Canada>NORTH BAY, Canada
27 days ago
Job type
  • Full-time
Job description

Job Summary

Job Description

What is the Opportunity?

The RBC Dominion Securities in North Bay, ON is currently seeking an Associate to join a well-established team.  By joining the team, 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 Advisor in general administrative duties in the management of client accounts
  • Support the Investment Advisor 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 basi s

What do you need to succeed?

Must-have

  • Related experience in customer service and professional setting.
  • Excellent communication skills, both verbal and written
  • Proficiency with Microsoft Office Suite
  • Progressive in pursuing education, building your skills and professional experience.
  • Accuracy, attention to detail, and organizational skill

    • Nice-to-have

  • Post-secondary education (college or university)
  • CSC, CPH (in progress or completion within one year)
  • Relevant experience in the financial sector and knowledge of daily market development
  • 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 Service, Decision Making, Detail-Oriented, Financial Regulation, Group Problem Solving, Highly Resourceful, Interpersonal Relationships, Investment Risk Management, Self-Starter, Teamwork, Time Management

    Additional Job Details

    Address :

    945 STOCKDALE RD : NORTH BAY

    City : NORTH BAY

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform : WEALTH MANAGEMENT

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2024-06-17

    Application Deadline :

    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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    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 .