Associate

3 weeks ago

Moncton, Canada RBC - Royal Bank Full time

Job Summary

Job Description

What is the opportunity?

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 Moncton is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.

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?

Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.

  • Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
  • Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
  • Effectively manage incoming communications from clients, Advisors and other internal and external partners.
  • Assist the Advisor team in welcoming and onboarding new clients.
  • Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
  • Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
  • Draw on your social media skills to update the team's communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
  • Follow up on client trades to ensure proper settlement and delivery
  • 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)
  • Exceptional verbal and written communication skills in English and French.
  • 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

Nice-to-have

  • Knowledge of RBC Dominion Securities' systems and procedures
  • Experience in the securities industry is an asset

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

Address:

633 MAIN ST:MONCTON

City:

MONCTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-03-22

Application Deadline:

2024-06-01

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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 jobs.rbc.com.

  • Merchandising Store Associate

    4 weeks ago

    Moncton, New Brunswick, Canada Walmart Canada Full time

    What you'll do...Our merchandising associates ensure everything has been stocked and merchandised in the most attractive, easy-to-find manner, so that our customers find what they need right when they need it, with absolutely no fuss or frustration.We have many opportunities in our Merchandising team, including:Consumables AssociateCosmetics...

  • Ecommerce Store Associate

    4 weeks ago

    Moncton, New Brunswick, Canada Walmart Canada Full time

    What you'll do...Our OMNI Customer Fulfillment Associate gets online orders ready for customer pick-up and delivery Yes, that means you will be collecting items for our customers online orders, making sure that each selection perfectly matches our customers' shopping list.We have many opportunities in our eCommerce teams, including:OMNI Customer Fulfillment...

  • Meat Associate

    2 weeks ago

    Moncton, New Brunswick, Canada Walmart Canada Full time

    Position Summary...A Meat Stocker properly maintains, zones, and stocks his/her assigned area, assists customers and maintains modular and feature presentations while maintaining exemplary customer service by adhering to the Basic Beliefs and values of Wal-Mart.What you'll do...1. Zoning the department.2. Rotating stock and checking for expired products.3....

  • Associate Customer Support

    3 days ago

    Moncton, Canada Tech Mahindra Full time

    Job role: Associate - Customer Support Location: Moncton, NB, Canada On this project you will be providing frontline customer service and support for internet customers. You will be answering questions related to: billing, hardware and software updates, product information, new service setup, and

  • Distribution Centre Team Associate

    3 weeks ago

    Moncton, New Brunswick, Canada Walmart Canada Full time

    Position Summary...Responsible for the receiving, order filling and shipment of freight into and out of the DC.What you'll do...1. General Warehouse Duties including Load/Unload Trailers2. Must be able to work Picking, Receiving and Shipping area as business dictates3. Stock replenishing and restocking of inventory / customer product4. Maintain order filling...

  • Maintenance Associate- Utility

    3 weeks ago

    Moncton, New Brunswick, Canada Walmart Canada Full time

    Position Summary...Responsible to maintain a clean working environment utilizing powered and manual equipment. Responsible for the operation of the floor scrubber and battery changing equipment.What you'll do...1. Performance of all duties in accordance with Provincial laws, training, and company procedures2. Daily inspection, documentation, and safe...

  • Sales Associate

    2 days ago

    Moncton, Canada Countertop Plus Full time

    **Responsibilities**: - Drive sales through excellent customer service and product knowledge - Assist customers in making informed purchasing decisions - Operate Point of Sale (POS) system for transactions - Maintain a clean and organized sales floor - Provide exceptional phone etiquette when assisting customers remotely **Experience**: - Proven...

  • Sales Associate-Retail

    4 weeks ago

    Moncton, Canada Roots Full time

    At Roots, we look for dynamic individuals who are not only interested in retail and fashion, but who enjoy challenges and share our vision for a safer, cleaner, healthier planet. Roots is not only a brand, it’s a culture and lifestyle. In addition to our customers, an intrinsic part of our success has always been the people who work here. Our clients and...

  • Sales Associate-Retail

    4 weeks ago

    Moncton, New Brunswick, Canada Roots Full time

    At Roots, we look for dynamic individuals who are not only interested in retail and fashion, but who enjoy challenges and share our vision for a safer, cleaner, healthier planet. Roots is not only a brand, it's a culture and lifestyle. In addition to our customers, an intrinsic part of our success has always been the people who work here. Our clients and...

  • Route Sales Associate

    5 days ago

    Moncton, Canada Old Dutch Foods Ltd Full time

    Old Dutch Foods Ltd. has an opening for a **Route Sales Associate** in **Moncton, NB**. If you enjoy independence and are looking for a stable career in a growing industry, this is an ideal opportunity for you! As a Route Sales Associate, you would service retailers with an assortment of popular snack food brands. **Responsibilities**: - Deliver, sell,...

  • Distribution Centre Team Associate

    3 weeks ago

    Moncton, New Brunswick, Canada Walmart Canada Full time

    Position Summary...Maintain building and yard security to ensure the integrity of its contents (persons, products and property) through regular patrols, CCTV and alarm monitoring. Investigating, reporting and documenting all incidences of loss including theft, property damage, and security breaches.What you'll do...1. Gatehouse - Inbound/outbound...

  • Warehouse Associate/ Driver

    1 week ago

    Moncton, Canada RSL NB Full time

    **Description** As a Warehouse Associate/Driver, you are responsible for supporting the warehouse operations, which receive, store, move and ships product to and from the warehouse. This position carries a high degree of responsibility to ensure the delivery process is maintained and the inventory is managed with a high degree of care. You will be...

  • (Can) Meat Associate

    2 weeks ago

    Moncton, Canada Walmart Canada Full time

    Position Summary...A Meat Stocker properly maintains, zones, and stocks his/her assigned area, assists customers and maintains modular and feature presentations while maintaining exemplary customer service by adhering to the Basic Beliefs and values of Wal-Mart.What you'll do...1. Zoning the department.2. Rotating stock and checking for expired products.3....

  • Distribution Centre Team Associate

    4 weeks ago

    Moncton, New Brunswick, Canada Walmart Canada Full time

    Position Summary...Responsible for coordinating inbound and outbound shipments to and from the DC.What you'll do...1. Verify all receiving documentation and maintain accuracy at all times (i.e. excel spreadsheets whiteboards etc.).2. Accurately complete and maintain all necessary reports, logs, and forms.3. Demonstrate familiarity with characteristics of...

  • Distribution Centre Team Associate

    3 weeks ago

    Moncton, New Brunswick, Canada Walmart Canada Full time

    Position Summary...Responsible of ensuring inventory and order filling accuracy throughout the DC.What you'll do...1. Perform quality audits and verify reports for DC inventory and order-filling accuracy.2. Adhere to all Quality Assurance policies and procedures.3. Operates power equipment safely and under control at all times.4. Review and maintain...

  • Distribution Centre Team Associate

    4 weeks ago

    Moncton, Canada Walmart Canada Full time

    **Position Summary... **:Maintain building and yard security to ensure the integrity of its contents (persons, products and property) through regular patrols, CCTV and alarm monitoring. Investigating, reporting and documenting all incidences of loss including theft, property damage, and security breaches. **What you'll do...**: 1. Gatehouse -...

  • Associate of Infield Operations

    4 days ago

    Moncton, Canada Canadian Health Labs (CHL) Full time

    **Job Title**:Associate of Infield Operations (NOC 12010) **Hiring Company**: Canadian Health Labs (CHL) **Business Address**: 3-1870 Albion Road, Etobicoke, Ontario M9W 5T2 **Number of Available Positions**: 1 **Start Date**: ASAP **Term of Employment**: Full-Time, Permanent. **Hours**:37.5 hours per week **Job Duties**: As an associate of infield...

  • Associate Customer Support

    7 days ago

    Moncton, Canada Tech Mahindra Full time

    Job role: Associate - Customer SupportLocation: Moncton, NB, CanadaOn this project you will be providing frontline customer service and support for internet customers. You will be answering questions related to: billing, hardware and software updates, product information, new service setup, and service features. In addition to this, you will be providing...

  • Associate Customer Support

    1 week ago

    Moncton, Canada Tech Mahindra Full time

    Job role: Associate - Customer SupportLocation: Moncton, NB, CanadaOn this project you will be providing frontline customer service and support for internet customers. You will be answering questions related to: billing, hardware and software updates, product information, new service setup, and service features. In addition to this, you will be providing...

  • Counter Sales Associate

    2 weeks ago

    Moncton, Canada Source Atlantic Full time

    We are currently seeking a strong candidate to join our team in Moncton, NB as a Counter Sales AssociateWhat you will bring:The successful candidate will be interested in being part of a customer-focused industrial environment. A positive attitude, and a strong motivation to learn are a must. You should have the ability to work effectively with minimal...