Associate

1 month ago

Mississauga, Canada RBC - Royal Bank Full time

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 Management

Additional Job Details

Address:

4 ROBERT SPECK PKY:MISSISSAUGA

City:

MISSISSAUGA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-09-15

Application Deadline:

2024-05-22

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.

  • Analyst (Planning & Land Economics)

    2 weeks ago

    Mississauga, Canada Watson & Associate Economists Ltd. Full time

    Watson & Associates Economists Ltd., one of Canada’s leading economics consulting firms, located in Mississauga, Ontario, is seeking to fill the full-time position of an **Analyst**, in the highly specialized field of demographics and land economics. Our firm is primarily Ontario-based, serving over 35 school boards, 200+ municipal clients, senior levels...

  • Associate

    2 weeks ago

    Mississauga, Canada Talwinder Sidhu Full time

    Job 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...

  • office administrative assistant

    2 weeks ago

    Mississauga, Canada Team JC & Associate Full time

    Education: 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 days ago

    Mississauga, Canada Team JC & Associate Full time

    Education: 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...

  • office administrative assistant

    4 weeks ago

    Mississauga, Canada Team JC & Associate Full time

    Education: 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

    1 month ago

    Mississauga, Canada Team JC & Associate Full time

    Education: 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

    2 weeks ago

    Mississauga, Canada Team JC & Associate Full time

    Education: 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...

  • Maintenance Associate

    2 months ago

    Mississauga, Canada Real Alloy Full time

    Overview: REAL ALLOY is the market leader in third-party aluminum recycling and specification alloy production. **Responsibilities**: **Maintenance Associate **with ** REAL ALLOY $29.57 hour** Come be a part of our growing team in a safety first environment! Are you looking for a challenge and a rewarding career? **Real Alloy Canada Ltd.** offers that...

  • Deli Associate

    2 weeks ago

    Mississauga, Ontario, Canada Walmart Canada Full time

    Position Summary...Working as a Deli Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Deli Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the deli area, and assists with stocking and the sale of goods. If you are looking for an exciting job...

  • Deli Associate

    4 weeks ago

    Mississauga, Ontario, Canada Walmart Canada Full time

    Position Summary...Working as a Deli Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Deli Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the deli area, and assists with stocking and the sale of goods. If you are looking for an exciting job...

  • Associate

    3 weeks ago

    Mississauga, Canada No Frills Full time

    Come make your difference in communities across Canada, where authenticity, trust and making connections is valued - as we shape the future of Canadian retail, together. Our commitment to positively impact the lives of all Canadians provides employees a range of opportunities and experiences to help Canadians Live Life Well®. At No Frills, we succeed...

  • Associate

    1 week ago

    Mississauga, Canada No Frills Full time

    Come make your difference in communities across Canada, where authenticity, trust and making connections is valued - as we shape the future of Canadian retail, together. Our commitment to positively impact the lives of all Canadians provides employees a range of opportunities and experiences to help Canadians Live Life Well®. At No Frills, we succeed...

  • Production Associate

    2 months ago

    Mississauga, Canada Real Alloy Full time

    Overview: **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 ...

  • Production Associate

    1 week ago

    Mississauga, Canada Real Alloy Full time

    Overview: **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

    1 week 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...

  • Deli Associate

    4 weeks ago

    Mississauga, Canada Walmart Canada Full time

    **Position Summary... **:Working as a Deli Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Deli Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the deli area, and assists with stocking and the sale of goods. If you are looking for an exciting...

  • Fashion Associate

    2 weeks ago

    Mississauga, Canada Walmart Canada Full time

    **Position Summary... **:Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that processes and stocks all fashion merchandise and maintains merchandise standards, including modular and signage integrity, all in a safe and clean environment. This...

  • Deli Associate

    6 days ago

    Mississauga, Canada Walmart Canada Full time

    **Position Summary... **:Working as a Deli Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Deli Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the deli area, and assists with stocking and the sale of goods. If you are looking for an exciting...

  • Training Associate

    5 days ago

    Mississauga, Canada Talwinder Sidhu Full time

    **Position: TRAINING ASSOCIATE** **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 experience for our customers. Company Description We have been developing leaders coming from all walks of...

  • Production Associate

    2 months ago

    Mississauga, Canada Real Alloy Full time

    Overview: **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...