Associate
2 weeks ago
Job Summary
Job Description
What is the opportunity?
RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.
The RBC Dominion Securities branch located in Waterloo 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.
- 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
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, Canadian Securities, Client Relationship Management, Communication, Customer Success, Decision Making, External Clients, External Partners, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management, Microsoft Office, Organizing, Time Management, Work Collaboratively, Written CommunicationAdditional Job Details
Address:
95 KING ST S:WATERLOOCity:
WATERLOOCountry:
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
1 day ago
Kitchener, 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...
-
Consumables Associate
6 days ago
Kitchener, Ontario, Canada Walmart Canada Full timePosition Summary...Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service champion that contributes to the high-volume, fast-paced flow of merchandise from the backroom to the salesfloor. This Associate will function as part of a team to stock and...
-
Bakery Associate
1 day ago
Kitchener, 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
4 weeks ago
Kitchener, 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
Kitchener, 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
Kitchener, 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
1 month ago
Kitchener, 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
Kitchener, 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
4 weeks ago
Kitchener, 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
4 weeks ago
Kitchener, 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 Dentist
42 minutes ago
Kitchener, Ontario, Canada dentalcorp Full timeOur busy office is in Waterloo is looking to add an Associate to our team for Fridays and Saturdays We are looking for a General Dentist that is able to provide all modalities of dentistry and you will be able to provide any treatments that you are comfortable performing. This is a very high producing opportunity for the right providerAbout us: Toothworks...
-
Ecommerce Store Associate
4 weeks ago
Kitchener, 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 Fulfillment...
-
Ecommerce Store Associate
4 weeks ago
Kitchener, 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 Fulfillment...
-
Ecommerce Store Associate
4 weeks ago
Kitchener, 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 Fulfillment...
-
Stock Unloader Associate
47 minutes ago
Kitchener, Ontario, Canada Walmart Canada Full timePosition Summary...Working as a Stock Unloader Associate at Walmart Canada is a great way to gain valuable experience in the retail industry. A Stock Unloader Associate provides support with unloading trailers, processing merchandise, and moving pallets to the store floor, while maintaining a safe and clean environment and providing exemplary customer...
-
OMNI Customer Fulfillment Associate
2 weeks ago
Kitchener, 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...
-
Associate Dentist- Country Hills Dentistry
41 minutes ago
Kitchener, Ontario, Canada dentalcorp Full timeOur office in Kitchener is looking to add a Part Time Associate to our fantastic team. We are looking to add 2 days to our schedule on Fridays and Saturdays. We are looking for a well rounded Dentist to provide General Dentistry treatments to our patients. You will benefit from our tightknit team of support professionals and be working as a solo Dentist on...
-
Associate Dentist- Country Hills Dentistry
10 minutes ago
Kitchener, Ontario, Canada dentalcorp Full timeOur office in Kitchener is looking to add a Part Time Associate to our fantastic team. We are looking to add 2 days to our schedule on Fridays and Saturdays. We are looking for a well rounded Dentist to provide General Dentistry treatments to our patients. You will benefit from our tightknit team of support professionals and be working as a solo Dentist on...
-
OMNI Customer Fulfillment Associate
2 weeks ago
Kitchener, Ontario, Canada Walmart Canada Full timePosition Summary...To pick and pack online grocery delivery orders ensuring a high quality standard and accuracy while adhering to strict safety and food hygiene standards to achieve customer satisfaction.What you'll do...1. Efficiently picks and assembles orders from various temperature areas with great care and quality in mind to achieve "On Time" delivery...
-
OMNI Customer Fulfillment associate
2 weeks ago
Kitchener, Ontario, Canada Walmart Canada Full timePosition Summary...To pick and pack online grocery delivery orders ensuring a high quality standard and accuracy while adhering to strict safety and food hygiene standards to achieve customer satisfaction.What you'll do...1. Efficiently picks and assembles orders from various temperature areas with great care and quality in mind to achieve "On Time" delivery...