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Associate

2 months ago

Toronto, Ontario, Canada Royal Bank of Canada Full time
{"Job Title": "Associate", "Job Summary": "We are seeking a highly skilled Associate to join our Ascendant Wealth Partners team in Toronto. As a key member of our team, you will provide exceptional client service and support to our Investment Advisors, helping to deepen relationships with existing clients and identify new opportunities.

Responsibilities:

* Coordinate and prepare meetings for Advisors with their clients/prospects
* Provide proactive client service with a focus on problem resolution and attention to details
* Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.)
* Assist the Investment Advisor(s) with client onboarding
* Help manage incoming communications from clients, Advisors and other internal and external partners
* Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
* Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems

Requirements:

* At least 2 years of experience in the investment field working as an Associate
* Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
* High level of 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

What's in it for you?

* 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
* 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

Additional Job Details

* Work hours/week: 37.5
* Employment Type: Full time
* Platform: WEALTH MANAGEMENT
* Job Type: Regular
* Pay Type: Salaried

At RBC, 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.

Join us in our mission to enhance the well-being of our clients and communities.

Apply now to become a part of our team"}