Ville : MISSISSAUGA, Ontario, Canada

Catégorie : Customer Service | Client Advice | Sales

Industrie : Financial/Banking

Employeur : RBC

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. 

The RBC Dominion Securities branch located in Mississauga is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as a Business Development Lead, Securities.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

What will you do?

• Lead client events with the advisor and any sponsors, including event logistics, invitations, follow up with invitees, execution of event and follow up

• Use innovative and creative ideas to suggest business development activities for the team

• Execute the creation of marketing materials using content creation, management, and publishing tools while adhering to brand guidelines.

• Work closely with RBC WMC Marketing partners to design/build/manage team’s website, including maintenance and posting new content for clients,

• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).

• Effectively manage incoming communications from clients, Advisors and other internal and external partners.

• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.

• Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must Have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), or willingness to complete within the first year

• Experience in the securities industry

• Strong skills working with business applications/technology, including Microsoft Office Suite

• High quality time management and organization 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

• Experience in a marketing related role, ideally in the financial industry

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• 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

• An opportunity to make a difference and have a lasting impact on the lives of others

• Work in a dynamic, collaborative, progressive, and high-performing team

• The chance to 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

1672 LAKESHORE RD W:MISSISSAUGAMISSISSAUGACanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2024-09-262024-12-02

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above