Associate
City : VANCOUVER, British Columbia, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
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At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Job Description
What is the opportunity?
The RBC Dominion Securities Thurlow branch is currently seeking an Associate to join an advisory team specialized in providing wealth management services to a sophisticated clientele. 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 Advisors in general administrative duties in the management of client accounts
Support the Investment Advisors 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 basis
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 Summary
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Inclusion 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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