Associate
3 weeks ago
Job Summary
Job Description
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 Ottawa, Ontario 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?
- 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.
- 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)
- 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
- Conduct and Practices Handbook Course (CPH)
- 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:
45 O'CONNOR ST:OTTAWACity:
OTTAWACountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted 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.
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
-
Grocery Associate
2 weeks ago
Ottawa, Ontario, Canada Walmart Canada Full timePosition Summary...Working as a Grocery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Grocery Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the grocery area, and assists with stocking and the sale of goods. If you are looking for an...
-
Bakery Associate
2 weeks ago
Ottawa, Ontario, Canada Walmart Canada Full timePosition Summary...Working as a Bakery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Bakery Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the bakery area, and assists with stocking and the sale of goods. If you are looking for an exciting...
-
Merchandising Store Associate
3 weeks ago
Ottawa, 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
Ottawa, 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
3 weeks ago
Ottawa, 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
Ottawa, 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
3 weeks ago
Ottawa, 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...
-
Ecommerce Store Associate
1 week ago
Ottawa, Ontario, Canada Walmart Canada Full timeWhat 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...
-
Ecommerce Store Associate
1 week ago
Ottawa, Ontario, Canada Walmart Canada Full timeWhat 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...
-
Ecommerce Store Associate
3 weeks ago
Ottawa, Ontario, Canada Walmart Canada Full timeWhat 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...
-
Associate Advisor
3 days ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full timeASSOCIATE ADVISORDesjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...
-
Associate Dentist
3 weeks ago
Ottawa, Ontario, Canada dentalcorp Full timeRideau Dental Centre is looking to add an associate dentist to transition general practice patient pools in a newly renovated, and digitally focused practice in Downtown Ottawa to start April 2024. Rideau Dental Clinic is undergoing a transformational journey, and we invite an Associate Dentist to join us during this exciting period. As we prepare for the...
-
Directs Store Delivery Associate
3 weeks ago
Ottawa, Ontario, Canada Walmart Canada Full timePosition Summary...Working as a Directs Store Delivery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Directs Store Delivery Associate coordinates and efficiently processes direct and local merchandise for delivery to the salesfloor in order to ensure a positive shopping experience to drive customer loyalty. If...
-
Asset Protection Associate
1 week ago
Ottawa, Ontario, Canada Walmart Canada Full timePosition Summary...To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss.What you'll do...1. Ensure store security by making daily patrols of the...
-
Asset Protection Associate
3 weeks ago
Ottawa, Ontario, Canada Walmart Canada Full timePosition Summary...To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss.What you'll do...1. Ensure store security by making daily patrols of the...
-
Asset Protection Associate
1 week ago
Ottawa, Ontario, Canada Walmart Canada Full timePosition Summary...To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss.What you'll do...1. Ensure store security by making daily patrols of the...
-
OMNI Customer Fulfillment Associate
4 weeks ago
Ottawa, Ontario, Canada Walmart Canada Full timePosition Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great way to develop your skills in the retail industry. An OMNI Customer Fulfillment Associate picks, packs and dispenses online orders ensuring high-quality standard and accuracy while adhering to strict safety and food hygiene standards to achieve customer...
-
OMNI Customer Fulfillment Associate
1 week ago
Ottawa, Ontario, Canada Walmart Canada Full timePosition Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great way to develop your skills in the retail industry. An OMNI Customer Fulfillment Associate picks, packs and dispenses online orders ensuring high-quality standard and accuracy while adhering to strict safety and food hygiene standards to achieve customer...
-
OMNI Customer Fulfillment Associate
3 weeks ago
Ottawa, Ontario, Canada Walmart Canada Full timePosition Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great way to develop your skills in the retail industry. An OMNI Customer Fulfillment Associate picks, packs and dispenses online orders ensuring high-quality standard and accuracy while adhering to strict safety and food hygiene standards to achieve customer...
-
Overnight Directs Store Delivery Associate
3 weeks ago
Ottawa, Ontario, Canada Walmart Canada Full timePosition Summary...Working as a Directs Store Delivery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Directs Store Delivery Associate coordinates and efficiently processes direct and local merchandise for delivery to the salesfloor in order to ensure a positive shopping experience to drive customer loyalty. If...