Associate
1 week ago
Job Title: Associate
Company: RBC Dominion Securities
Job Summary:
RBC Dominion Securities is a leading investment and wealth management firm that values relationships and collaboration. We are seeking an Associate to provide administrative support to our Advisory Team, helping to deepen relationships with existing clients and provide quality service.
Key Responsibilities:
- Coordinate and prepare meetings for Advisors with clients and prospects.
- Provide proactive client service, focusing on problem resolution and attention to detail.
- Respond to client inquiries and requests, liaising with various departments as needed.
- Assist the Advisor team with client onboarding and account management.
- Manage incoming communications from clients, Advisors, and internal/external partners.
- Maintain accurate and up-to-date client files and documentation.
- Update team communication channels, including websites and social media.
Requirements:
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong Microsoft Office Suite skills
- High level of time management and organization skills
- Demonstrated skills in providing world-class client service
- Exceptional verbal and written communication skills in English
Preferred Qualifications:
- Knowledge of RBC Dominion Securities' systems and procedures
- Experience in the securities industry
What We Offer:
- A comprehensive Total Rewards Program, including bonuses and flexible benefits
- 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 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
About Us:
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We pride ourselves on our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
Our Values:
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.
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