Associate

Return to List


City : Vancouver

Category : Retail, Sales

Industry : Banking

Employer : RBC

What is the opportunity?

The RBC Dominion Securities branch in White Rock, BC is looking for an Associate to work in a successful private-client discretionary portfolio management group. The successful candidate will perform daily administrative functions in a punctual, professional manner while executing tasks related to the general communications, events, and marketing related projects.

 

What will you do?

Administration:

  • Open new accounts, update existing accounts, Follow-up on clients’ requests and transactions. Ensure clients’ accurate and timely completion of all necessary documentation
  • Liaise with back office to investigate and resolve inquiries related to accounts
  • Conduct various administrative functions as required including the review of incoming mail, answering telephone calls. Print Reports and distribute accordingly. Stay up to date on changing operational procedures and utilize contact management system for daily task management
  • Service clients in a pleasant, professional manner. Build and maintain a professional rapport with clients

Marketing:

  • Assist with marketing (website maintenance, assisting with events and responsible for marketing material).  Proactive marketing initiatives. Assist in preparing mailing such as seminars, newsletters, and information packages
  • Involvement in client appreciation initiatives
  • Proficiency in creative writing. Writing reports, team brochures and similar documents. Compose and post online content on the team’s website and social media accounts

 

What do you need to succeed?

Must-have

  • Excellent command of English language and telephone manner.
  • Exceptional client service skills.
  • Attention for detail and Strong organizational skills to successfully multi-task and change priorities mid-stream, as required.
  • Strong Microsoft Office skills (Work, Excel and PowerPoint).
  • Previous experience in the financial industry

 

Nice-to-have

  • Knowledge around Dominion Securities systems an asset
  • College/University Degree (Degree in Finance, Economics or Marketing is an asset)
  • Experience in marketing is an asset
  • Canadian Securities Course (CSC) and Codes & Practices Handbook (CPH) 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 

 

 

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com.


Join our Talent Community
Stay in-the-know about great career opportunities at RBC. It’s easy! Join our Talent Community and get the inside scoop on the jobs, career paths, and recruitment events that matter to you.

 

Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

 

 

JOB SUMMARY

City:  White Rock 
Address:  White Rock 
Work Hours/Week:  37.5 
Work Environment:  Branch 
Employment Type:  Permanent 
Career Level:  Experienced Hire/Professional 
Pay Type:  Salary + Variable Bonus 
Required Travel (%):  0 
Exempt/Non-Exempt:  N/A 
People Manager:  No 
Application Deadline:  2018-06-09 
Req ID:  164840

Posting Notes:  [[mfield1]]

Return to List

SUBSCRIBE

Subscribe to our newsletter & stay updated