Associate

3 weeks ago

MONCTON, Canada Royal Bank of Canada 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 teamâs 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)
  • A minimum of 2 years of relevant experience in the securities industry
  • 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 Securitiesâ systems and procedures

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 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.
âââââââ
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

    1 month 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...

  • Warehouse Associate

    14 hours ago

    Moncton, Canada Randstad Canada Remote Work Freelance Full time

    Are you seeking employment opportunities in the Moncton, New Brunswick area? Randstad Canada is recruiting Warehouse Associates for our esteemed client in Moncton. If you are reliable, detail-oriented, and ready to contribute to a dynamic team, we want to hear from you!Position Overview:As a Warehouse Associate, you will play a crucial role in our client's...

  • Warehouse Associate

    7 hours ago

    Moncton, Canada Randstad Canada Full time

    Are you seeking employment opportunities in the Moncton, New Brunswick area? Randstad Canada is recruiting Warehouse Associates for our esteemed client in Moncton. If you are reliable, detail-oriented, and ready to contribute to a dynamic team, we want to hear from you!Position Overview:As a Warehouse Associate, you will play a crucial role in our client's...

  • Warehouse Associate

    2 hours ago

    Moncton, New Brunswick, Canada Randstad Canada Full time

    Are you seeking employment opportunities in the Moncton, New Brunswick area? Randstad Canada is recruiting Warehouse Associates for our esteemed client in Moncton. If you are reliable, detail-oriented, and ready to contribute to a dynamic team, we want to hear from youPosition Overview:As a Warehouse Associate, you will play a crucial role in our client's...

  • Gatehouse Associate

    2 days ago

    Moncton, Canada Kent Building Supplies Full time

    **GATEHOUSE ASSOCIATE** Are you looking to grow your career and knowledge in a fast paced, friendly, safety-oriented environment? Are you up for the challenge of elevating the customer experience through providing the best solution as a trusted partner for our customers? We are currently looking for a Gatehouse associate to work in a fast-paced retail...

  • Grocery Associate

    3 days ago

    Moncton, New Brunswick, Canada Walmart Canada Full time

    Position Summary...To provide customer service by completing assigned handheld device and modular activities, while maintaining a stocked and zoned salesfloor and offering assistance to meet the customer's shopping needs. This will be accomplished by maintaining and recovering merchandise all in a safe and clean environment. This Associate will function as...

  • Ecommerce Store Associate

    1 month 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...

  • Store Associate

    3 days ago

    Moncton, Canada The Sherwin-Williams Company Full time

    This position is essential to the success of our retail stores. Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates are also expected to promptly resolve any customer concerns and ensure maximum client...

  • Grocery Associate

    3 days ago

    Moncton, Canada Walmart Canada Full time

    Position Summary...To provide customer service by completing assigned handheld device and modular activities, while maintaining a stocked and zoned salesfloor and offering assistance to meet the customer's shopping needs. This will be accomplished by maintaining and recovering merchandise all in a safe and clean environment. This Associate will function as...

  • Meat Associate

    3 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....

  • Cashier / Customer Experience Associate

    5 days ago

    Moncton, New Brunswick, Canada Walmart Canada Full time

    What you'll do...Our Customer Experience associates interact with every single one of our customers, acting as the warm smile and the helping hand that we pride ourselves on being. It is up to our incredible team to present Walmart's values to everyone who walks through our doors.We have many opportunities in our Customer Experience teams,...

  • General Merchandise Associate

    6 days ago

    Moncton, Canada Walmart Canada Full time

    **Position Summary... **:To provide customer service by completing assigned handheld device and modular activities, while maintaining a stocked and zoned salesfloor and offering assistance to meet the customer’s shopping needs. This will be accomplished by maintaining and recovering merchandise all in a safe and clean environment. This Associate will...

  • Grocery Associate PT

    2 weeks ago

    Moncton, New Brunswick, Canada Walmart Canada Full time

    Position Summary...To provide customer service by completing assigned handheld device and modular activities, while maintaining a stocked and zoned salesfloor and offering assistance to meet the customer's shopping needs. This will be accomplished by maintaining and recovering merchandise all in a safe and clean environment. This Associate will function as...

  • Associate Customer Support

    2 weeks 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

  • Maintenance Associate- Utility

    1 month 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...

  • Distribution Centre Team Associate

    1 month 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...

  • Sales Floor Associate

    4 days ago

    Moncton, Canada Savers Full time

    Description Position at Value Village Job Title: Sales Floor Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our...

  • Retail Store Associate

    4 days ago

    Moncton, Canada Savers Full time

    Description Position at Value Village Job Title: Retail Store Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our...

  • Merchandise Processing Associate

    4 days ago

    Moncton, Canada Savers Full time

    Description Position at Value Village Job Title: Merchandise Processing Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We...

  • Customer Service Associate

    4 days ago

    Moncton, Canada Savers Full time

    Description Position at Value Village Job Title: Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply...