Associate
1 month ago
Job Summary
Job Description
Associate
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 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.).
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.
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)
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 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 ManagementAdditional Job Details
Address:
4 ROBERT SPECK PKY:MISSISSAUGACity:
MISSISSAUGACountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
2023-09-15Application Deadline:
2024-04-19Inclusion 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.
-
office administrative assistant
3 weeks ago
Mississauga, Canada Team JC & Associate Full timeEducation: Expérience: EducationCollege, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years or equivalent experienceAsset languagesHindiMalayalamPanjabi; PunjabiTasksArrange and co-ordinate seminars, conferences, etc.Plan and control budget and expendituresSchedule and confirm appointmentsAnswer telephone and relay...
-
office administrative assistant
3 weeks ago
Mississauga, Canada Team JC & Associate Full timeEducation: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 yearsExperience: 1 year to less than 2 years or equivalent experienceAsset languagesHindiMalayalamPanjabi; PunjabiTasksArrange and co-ordinate seminars, conferences, etc.Plan and control budget and expendituresSchedule and confirm appointmentsAnswer...
-
office administrative assistant
5 days ago
Mississauga, Canada Team JC & Associate Full timeEducation: Expérience: EducationCollege, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years or equivalent experienceAsset languagesHindiMalayalamPanjabi; PunjabiTasksArrange and co-ordinate seminars, conferences, etc.Plan and control budget and expendituresSchedule and confirm appointmentsAnswer telephone and relay...
-
Office Administrative Assistant
4 weeks ago
Mississauga, Canada Team JC & Associate Full timeEducation: College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years - Experience: 1 year to less than 2 years - or equivalent experience **Asset languages**: - Hindi - Malayalam - Panjabi; Punjabi **Tasks**: - Arrange and co-ordinate seminars, conferences, etc. - Plan and control budget and expenditures - Schedule...
-
Production Associate
2 weeks ago
Mississauga, Canada Real Alloy Full timeOverview: **Responsibilities**: **Production Associate - $27.09/hour after 3 months** **7:00 a.m. - 3:00 p.m.** **3:00 p.m. - 11:00 p.m.** **11:00 p.m. - 7:00 a.m** Are you looking for a challenge and a rewarding career? **Real Alloy Canada Ltd.** offers that and more! We are currently hiring Associates for our **Mississauga** facility. Along with a ...
-
Fulfillment Associate
6 days ago
Mississauga, Canada RGC Carpentry Full time**About us** We are professional and agile. Our work environment includes: - Modern office setting - Food provided We are looking for an enthusiastic and energetic fulfillment associate to join our warehousing team. As a fulfillment associate, you will be responsible for offloading stock deliveries, processing work orders, locating merchandise, and...
-
Production Associate
4 weeks ago
Mississauga, Canada Real Alloy Full timeOverview: **Responsibilities**: **Production Associate - $27.09/hour after 3 months** **7:00 a.m. - 3:00 p.m.** **3:00 p.m. - 11:00 p.m.** **11:00 p.m. - 7:00 a.m** Are you looking for a challenge and a rewarding career? **Real Alloy Canada Ltd.** offers that and more! We are currently hiring Associates for our **Mississauga** facility. Along with a...
-
Warehouse Associate
7 days ago
Mississauga, Canada TempLinkHR Full timeWe are looking for a warehouse Associate to participate in our warehouse operations and activities. Warehouse Associate responsibilities include storing materials, picking, packing and scanning orders. **Location: Mississauga **Kennedy Rd & Matheson Blvd E **Shift**: 8PM-4PM **Key Responsibilities**: - Prepare and complete orders for delivery or pickup...
-
Training Associate
6 days ago
Mississauga, Canada Talwinder Sidhu Full timeJob Summary: We are seeking a motivated and customer-focused Associate to join our team. As an Associate, you will be responsible for providing excellent customer service, assisting with sales, and ensuring a positive shopping experience for our customers. Company Description We have been developing leaders coming from all walks of life. We train and build...
-
Merchandising Store Associate
4 weeks ago
Mississauga, Ontario, Canada Walmart Canada Full timeWhat 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...
-
Merchandising Store Associate
4 weeks ago
Mississauga, Ontario, Canada Walmart Canada Full timeWhat 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...
-
Merchandising Store Associate
4 weeks ago
Mississauga, Ontario, Canada Walmart Canada Full timeWhat 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...
-
Merchandising Store Associate
4 weeks ago
Mississauga, Ontario, Canada Walmart Canada Full timeWhat 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...
-
Merchandising Store Associate
4 weeks ago
Mississauga, Ontario, Canada Walmart Canada Full timeWhat 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...
-
Sales Associate
4 weeks ago
Mississauga, Canada Barnes & Aidi Full time**THIS IS NOT A REMOTE POSITION!** We are looking for Sales Associates to join our team. This role would be suitable for someone who has previously worked in a team environment. However, no experience is required as training will be provided. Full-time: Monday to Friday (12:00 p.m. - 9:00 p.m.) Entry-Level Position (room for growth) Training...
-
Merchandising Store Associate
4 weeks ago
Mississauga, Ontario, Canada Walmart Canada Full timeWhat 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...
-
Physics Associate
4 days ago
Mississauga, Canada Trillium Health Partners Full time**Job Description**: NON - UNION | PHYSICS ASSOCIATE | PART TIME **Position**:Physics Associate **Job ID**:2023- 32640 **Status**:Part-Time (2) **Location**: The Carlo Fidani Regional Cancer Centre - Credit Valley Hospital **Department**:Medical Physics Department **Posted**:April 17th, 2023 **Deadline**: May 1st, 2023 The Carlo Fidani Regional...
-
Physics Associate
4 days ago
Mississauga, Canada Trillium Health Partners Full time**Job Description**: NON - UNION | PHYSICS ASSOCIATE | PART TIME **Position**:Physics Associate **Job ID**:2023-33061 **Status**:Full-Time (1) **Location**: The Carlo Fidani Regional Cancer Centre - Credit Valley Hospital **Department**:Medical Physics Department **Posted**:May 15th, 2023 **Deadline**: May 22nd, 2023 The Carlo Fidani Regional Cancer...
-
Warehouse Associate
7 days ago
Mississauga, Canada Truck It Personnel Services Inc Full timeTruck It Personnel is looking for an experienced Warehouse Associate for Mississauga start! - Minimal warehouse experience, - Inventory general warehouse knowledge, - Minimal computer experience, - Will be greeting customers at the counter desk and picking their orders and doing up an invoice. - There will be some inbound and outbound shipping using a pallet...
-
Warehouse Associate
4 days ago
Mississauga, Canada Plymovent Inc. Full time_**Job Description**_ We are looking for a warehouse Associate to participate in our warehouse operations and activities. Warehouse Associate responsibilities include storing materials, picking, packing and scanning orders. - **Key Responsibilities**:_ - Prepare and complete orders for delivery or pickup according to schedule (load, pack, wrap, label, ship)...