Bilingual Investment Associate
City : TORONTO, Ontario, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
Come Work with Us!
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.
What is the opportunity?
RBC InvestEase is an online “robo-advisor” investment management service that offers clients access to low-cost, diversified ETF portfolios with professional advice and support. As an Investment Associate, you will be intimately involved with many aspects of the business from operations to investment management, marketing, and client service. The investment associate works with clients to provide personal assistance opening and managing their RBC InvestEase accounts. Additionally, you will support the Portfolio Advisor team and perform investment related activities, including research, contribution to the investment committee, trading & investment recommendation reviews. Investment Associates are also actively involved in the daily operation of the business, from trouble shooting, to ensuring reporting is done on a timely and accurate basis. The role provides an opportunity for candidates who are passionate about investing, and willing to work in multiple streams of a growing segment of Canada’s investment advisory business.
What will you do?
Interact with clients to explain the features, fees and benefits of RBC InvestEase
Assist and follow up on KYC reviews
Manage the administrative client onboarding process (e.g., scheduling client appointments, and client follow-ups)
Manage tasks and/or activities delegated by the Portfolio Advisors (e.g., salesforce updates, transactional inquiries regarding trades or withdrawals, or operational account follow up)
Monitor the RBC InvestEase General Inquiries mailbox on a daily basis and respond to clients as necessary
Participate in Investment Committee meetings by contributing to topics that are related to the RBC InvestEase investment process or portfolios, anticipating client questions regarding recent economic events, macroeconomic trends or financial markets
Collaborate with the broader RBC InvestEase team (including operations, strategy and product development) to provide client feedback and insights that will help improve the overall client experience
Handle client concerns and/or complaints and escalate in compliance with internal policies and procedures
Identify, manage, and if necessary, escalate any risks and/or control deficiencies
What do you need to succeed?
2+ years investment industry experience
Canadian Securities Course (or commitment to complete within 6 months of onboarding)
Strong client focus and proven experience in customer service role
Creative problem resolution
Ability to manage and prioritize daily workload Fluent in English and French (verbal and written communication)
Enrollment in or completion of Chartered Investment Manager (CIM) designation or Chartered Financial Analyst (CFA) program
What’s in it for you?
An environment where you will be challenged and supported to be our best, working together to deliver trusted investment advice and help our clients thrive and communities prosper.
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
Acquiring qualifying experience towards Advising Representative registration
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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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 rbc.com/careers.