Associate
4 weeks ago
Job Summary
Job Description
What is the opportunity?
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 in Pickering 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.
- Assist the Advisor team in welcoming and onboarding new clients.
- 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
- 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)
- 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
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, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
Address:
1315 PICKERING PKY:PICKERINGCity:
PICKERINGCountry:
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
-
Stock Associate
2 weeks ago
Pickering, Ontario, Canada Healthy Planet Full timeStock AssociateHealthy Planet is looking for a full-time stock associate to assist with the overall operations of the store by receiving/distributing products in addition to maintaining the cleanliness of departments throughout the store. ResponsibilitiesCompare merchandise invoices to items actually received to ensure that shipments are correctDesign and...
-
Stock Associate
7 days ago
Pickering, Ontario, Canada Healthy Planet Full timeStock AssociateHealthy Planet is looking for a full-time stock associate to assist with the overall operations of the store by receiving/distributing products in addition to maintaining the cleanliness of departments throughout the store. ResponsibilitiesCompare merchandise invoices to items actually received to ensure that shipments are correctDesign and...
-
Cashier / Customer Experience Associate
2 weeks ago
Pickering, Ontario, Canada Walmart Canada Full timeWhat you'll do...Our Customer Experience associates interact with every single one of our customers, acting as the warm smile and the helping hand that we pride ourselves on being. It is up to our incredible team to present Walmart's values to everyone who walks through our doors. We have many opportunities in our Customer Experience teams, including:...
-
Associate Director Of Care
4 weeks ago
Pickering, Ontario, Canada Southbridge Care Homes Full timeHome: Orchard VillaLocation: Pickering, ONPosition: Associate Director of Care - Temporary Full-timeReporting to the Director of Care (DOC), the ADOC is accountable for assisting with the management of all aspects of nursing care within the facility to ensure quality resident care through the effective, efficient delivery of established standards within...
-
Administrative Store Support
2 weeks ago
Pickering, Ontario, Canada Walmart Canada Full timeWhat you'll do...NEVER A DULL MOMENT. So much goes in to running a massive, successful enterprise like Walmart—and with the ever-changing retail landscape, keeping our stores running means facing fresh challenges, every single day. Our Administrative Store Support associates take on those challenges, solve those problems, and pull off invaluable feats...
-
Membership Sales Associate
2 weeks ago
Pickering, Ontario, Canada Orangetheory Fitness 10094 Full timeJob Description:Join the fast-growing phenomenon where you get to work alongside industry-leading talent in a high-performance culture who are passionate, experienced, and determined. Ranked as one of Inc. magazine's Fastest-Growing Private Companies - we are ambitious and innovative: we are motivators. At Orangetheory, you are part of a dynamic brand that...
-
Membership Sales Associate
7 days ago
Pickering, Ontario, Canada Orangetheory Fitness 10094 Full timeJob Description:Join the fast-growing phenomenon where you get to work alongside industry-leading talent in a high-performance culture who are passionate, experienced, and determined. Ranked as one of Inc. magazine's Fastest-Growing Private Companies - we are ambitious and innovative: we are motivators. At Orangetheory, you are part of a dynamic brand that...
-
Villa Attendant
2 months ago
Pickering, Ontario, Canada Southbridge Care Homes Full timePosition: Villa Attendant Temporary Part TimeHome: Orchard Villa Retirement Qualifications:PSW Program Certificate or Diploma that meets the appropriate standards established by the Ministry of Training, Colleges and Universities, the National Association of Career Colleges, or the Ontario Community Support AssociationHas passion and heart for providing...
-
Optometrist - Pickering, ON
1 week ago
Pickering, Ontario, Canada Specsavers Full timeLocation: Pickering, Ontario Your opportunity and practiceAssociate Optometrist – Changing lives through better sightPickering, ON The independent optometrist at Specsavers Pickering Town Centre is looking for an associate optometrist to join their busy clinic in Pickering. At Specsavers, we've been transforming eye health and careers around the world...
-
Optometrist - Pickering, ON
7 days ago
Pickering, Ontario, Canada Specsavers Full timeLocation: Pickering, Ontario Your opportunity and practiceAssociate Optometrist – Changing lives through better sightPickering, ON The independent optometrist at Specsavers Pickering Town Centre is looking for an associate optometrist to join their busy clinic in Pickering. At Specsavers, we've been transforming eye health and careers around the world...
-
Personal Support Worker-PSW
2 weeks ago
Pickering, Ontario, Canada Southbridge Care Homes Full timeHome: Orchard Villa Retirement HomeLocation: Pickering, ONJobrole : Personal Support Worker - Part time DaysAdaptable, understanding, compassionate, motivated, honest, loving. This is a PSW.Ready to be part of a team that will truly value your hard work, dedication and effort? Are you passionate about providing the highest quality of care to residents? If...
-
Certified Level II Dental Assistant/floater
3 weeks ago
Pickering, Ontario, Canada dentalcorp Full timeAbout Us:At Dentistry on Liverpool, our mission is to educate, empower and inspire our community toward achieving optimal oral health and beautiful, confident smiles. We offer a wide range of comprehensive services for the whole family, including general dentistry, Invisalign, orthodontics, implant dentistry, cosmetic treatments, children's care, and more...
-
Certified Level II Dental Assistant/floater
7 days ago
Pickering, Ontario, Canada dentalcorp Full timeAbout Us:At Dentistry on Liverpool, our mission is to educate, empower and inspire our community toward achieving optimal oral health and beautiful, confident smiles. We offer a wide range of comprehensive services for the whole family, including general dentistry, Invisalign, orthodontics, implant dentistry, cosmetic treatments, children's care, and more...
-
781 Oliva St, Pickering
4 weeks ago
Pickering, Ontario, Canada Forest Hill Real Estate Inc. Brokerage Full timeWelcome to 781 Oliva Street, Pickering, a brand new never lived in custom-built home with a legal two dwelling unit. This home features separate hydro, water, and zoned heat and A/C. Located in the prestigious West Shore community of Pickering, just a short walk away from Frenchman's Bay, Pickering Waterfront Trail, and Frenchman's Bay West Park. Close to...
-
Registered Nurse- Casual Rn
2 months ago
Pickering, Ontario, Canada Southbridge Care Homes Full timeLocation: Pickering, ONPosition: Registered Nurse - CasualOrchard Villa is a 233 bed long-term care home located in the City of Pickering and are currently looking to add a caring, passionate, and enthusiastic Registered Nurse to join our team. On a daily basis the RN will enhance the effective management and quality of nursing practice in keeping with the...
-
Registered Practical Nurse
1 month ago
Pickering, Ontario, Canada Southbridge Care Homes Full timeLocation: Pickering, ONPosition: Registered Practical Nurse - Part Time Orchard Villa, Long Term Care facility is currently looking to add a caring, passionate, and enthusiastic Registered Practical Nurse to join our team. On a daily basis the RPN will enhance the effective management and quality of nursing practice in keeping with the standards and...
-
Registered Nurse- Casual Rn
1 week ago
Pickering, Ontario, Canada Southbridge Care Homes Full timeLocation: Pickering, ONPosition: Registered Nurse - CasualOrchard Villa is a 233 bed long-term care home located in the City of Pickering and are currently looking to add a caring, passionate, and enthusiastic Registered Nurse to join our team. On a daily basis the RN will enhance the effective management and quality of nursing practice in keeping with the...
-
Periodic Safety Review Manager
2 weeks ago
Pickering, Ontario, Canada Ontario Power Generation Full timePeriodic Safety Review ManagerLocation:Pickering, ON, CA, L1W 3J2Req ID: 46824Status: Regular Full TimeWorking Conditions: On-SiteEducation Level: Choose an item.Location: Pickering, ONShifts(s): DaysTravel: Yes- 10%Deadline to Apply: June 14, 2024Electrify your career and help build a brighter tomorrow.Every generation has a challenge that defines them. At...
-
Periodic Safety Review Manager
7 days ago
Pickering, Ontario, Canada Ontario Power Generation Full timePeriodic Safety Review ManagerLocation:Pickering, ON, CA, L1W 3J2Req ID: 46824Status: Regular Full TimeWorking Conditions: On-SiteEducation Level: Choose an item.Location: Pickering, ONShifts(s): DaysTravel: Yes- 10%Deadline to Apply: June 14, 2024Electrify your career and help build a brighter tomorrow.Every generation has a challenge that defines them. At...
-
Foot Care Practitioners
4 weeks ago
Pickering, Ontario, Canada Southbridge Care Homes Full timeLocation: Various (based on assigned portfolio within South western Ontario) Position: Foot Care Practitioners Vacancies:Full-Time (2 positions) Tired of living to work? Work to LIVE with this exciting opportunity to work as a Foot Care RPN within an assigned portfolio of long-term care homes The Foot Care Practitioner will have the opportunity to travel...