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Wealth Management

3 months ago

Ottawa, Ontario, Canada Royal Bank of Canada Full time

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.


Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.


Job Title
Wealth Management & Client Experience Associate

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 on Preston Street in Ottawa 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 us 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 client engagement.

This position leads the way in managing the client experience and is responsible for tracking the success of our key deliverables.

Ensuring account administration and documentation remains up-to-date and compliant is also an important part of working with the Advisor team.


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.
  • 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.
  • Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
  • Become wellversed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, uptodate and compliant.
  • Draw on your social media skills to update the team's communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
  • 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) required within 9 months of date hired
  • High quality time management and organization skills
  • Demonstrated skills in providing worldclass client service that will come across as professional, warm, and friendly to our clients
  • Exceptional verbal and written communication skills

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, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.


  • 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
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and highperforming team
  • A worldclass training program in financial service

Job Summary

Address:

OTTAWA, Ontario, Canada

City:

CAN-ON-OTTAWA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

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.


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