Associate

1 week ago

Calgary, Alberta, Canada Royal Bank of Canada Full time

Job Title: Associate

Company: RBC Dominion Securities

Location: Calgary, Canada

RBC Dominion Securities is a leading investment and wealth management firm that values relationships and collaboration. We are seeking a resourceful and efficient Associate to join our team in Calgary.

The ideal candidate will provide exceptional service and support to our clients and Advisor team, helping to deepen existing relationships and welcome new clients to the firm. As an 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.

Key Responsibilities:

  • Maintain existing client accounts and identify opportunities to contact clients, ensuring timely and effective communication.
  • Respond to client inquiries in a professional and time-efficient manner, addressing account transactions, requests, account documentation, and account reporting.
  • Utilize problem-solving skills to provide proactive client service, collaborating with various departments to deliver 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, ensuring a seamless experience.
  • Coordinate and prepare meetings for Advisors with their clients/prospects, leveraging your passion for planning.

Requirements:

  • 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, professional, warm, and friendly to our clients
  • Exceptional verbal and written communication skills

Preferred Qualifications:

  • Knowledge of RBC Dominion Securities' systems and procedures
  • Experience in the securities industry is an asset

What We Offer:

  • 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
  • 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

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