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Associate, Ancaster
1 month ago
Job Summary
Job Description
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
The RBC Dominion Securities Branch located in Ancaster, ON is looking for a full-time Associate to join their Council team. By joining the team you will participate in maintaining, developing and growing the business by assisting the Portfolio Manager in an efficient and professional manner.
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 Portfolio Manager in general administrative duties in the management of client accounts
Support the Portfolio Manager 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
Monitor all pending transfers to ensure completion on a timely basis
Maintain client households in accordance with the agreed upon Investment Policy Statement and within the respective accountâs Know Your Client information
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 Securitiesâ systems and procedures, an asset
Minimum of 2 years of experience in securities industry
Enthusiastic, committed, and entrepreneurial spirit
Whatâs 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 ManagementAdditional Job Details
Address:
259 WILSON ST E:HAMILTONCity:
HAMILTONCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
2024-05-24Application Deadline:
2024-06-07Inclusion 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.
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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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