Managed solutions consultants

1 week ago

Bolton, Canada RBC Full time

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is Canadas 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. 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 Managed Solutions Group head office team located in Toronto is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as a Consultant.

By providing ongoing, exceptional service and support to our Advisor teams, you will help our team deepen existing relationships and provide Advisors and Associates with best practice concepts and strategies to assist them in making knowledgeable decisions related to fee based and managed programs. As an invaluable internal point of contact, you will play a key role in providing real-time advisor and associate support with investment management fees, and desktop applications, and general program guidance for discretionary and non-discretionary fee-based clients as a first point of contact.

What will you do?

Product Support (70%)

  • Provide servicing support to the field (Advisors, Associates and Branches) regarding any inquiries related to any of our Fee Based and Managed Accounts via Email, Telephony or Voicemail (95% of time spent)
  • Providing timely responses to inquiries (within 24 hours)
  • Manage the Private Council (PC) USA Investment Representative application process.
  • Daily manage and ensure the field is notified regarding any violations again PC USA PFIC (Passive Foreign Investment Company) and trading rules.
  • Daily manage and ensure appropriate investments are correctly classified from a fee billing perspective.
  • Escalate any issues to ensure resolution to the Associate Program Management team.
  • Coordinate educational phone calls on MSG programs as well as quarterly presentations at new Investment Advisor and Associate training seminars.
  • Provide Ad-hoc reports.

Application Support (30%)

  • Provide point and click assistance to the field (Advisors, Associates and Branches) on the various applications we support, including the A+ Desktop, Target Allocation Calculator, Pricing Tool, Investment Policy Statement Toolkit, etc.

What do you need to succeed?

Must-have

  • Comfortable taking several calls, video conferences, and responding to emails in a timely manner, on a daily basis.
  • A minimum of 3 years in the financial services industry, preferably with Dominion Securities.
  • Strong interpersonal skills (empathetic listener, coach, and negotiator) and strong communication (oral and written).
  • Thrives in a fast-paced environment, and an ability to deal with multiple competing priorities.
  • Driven, eager to learn and thrives in a high-performance environment.
  • CFA Level 1 or CIM, or strong and proven understanding of trading securities.
  • Advanced computer skills, with emphasis on Excel.

Nice-to-have

  • Bi-lingual (English, French).
  • Front or back-office experience with PIM and/or A+ programs.
  • Ideal candidate would have background in Dominion Securities Retail branch environment, preferably with a discretionary team (3+ years experience) including processes, technology, products & services. Familiarity with portfolio management concepts/techniques preferred. OR,
  • Experience in an RBC Head Office support or training role working with advisors in fee-based programs such as A+, Advisor, or PIM.
  • Ability to analyze, prioritize and adjust to multiple demands. Good problem-solving skills and customer service focus required.
  • Enjoys both technical aspects of investment management and the systems that support it and working with many different people on an ongoing basis.

Whats in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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.
  • Flexible work/life balance options.
  • Opportunities to do challenging work.
  • Opportunities to take on progressively greater accountabilities.
  • Exposure to various head office, front office teams that may lead into other roles.

Job Skills

Communication, Critical Thinking, Customer Service, Detail-Oriented, Industry Knowledge, Information Capture, Interpersonal Communication, Investment Banking, Investments, Negotiation, Prioritization, Problem Solving, Product Services, Teamwork

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-06-21

Application Deadline:

2024-07-08

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 jobs.rbc.com.

#J-18808-Ljbffr

  • Consultant, Wellbeing Services

    1 week ago

    Bolton, Canada Aon Full time

    Aon is looking for a Consultant Wellbeing Services. As part of an industry-leading team, you will help empower results for our clients by deliveringinnovative and effective solutions as a part of our Wellbeing Services team, part of Aon’s Health Solutions business group. This is a hybrid role with the flexibility to work both virtually and from our Toronto...

  • Salesforce Solution Architect

    2 weeks ago

    Bolton, Canada NTT DATA, Inc. Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Location: Toronto, ON, CA Company: NTT DATA Services NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking...

  • Salesforce Solution Architect

    2 weeks ago

    Bolton, Canada NTT DATA, Inc. Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Location: Toronto, ON, CA Company: NTT DATA Services NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking...

  • ICI- Site Superintendent

    1 month ago

    Bolton, Canada TalentSphere Staffing Solutions Full time

    Position: ICI Head Site SuperintendentReports to: Construction and Project ManagerLocation: Brampton. Salary: $110-150K Dependent on experienceScope: The Construction/Site Superintendent coordinates and supervises all on-site construction activities by project scope, contract requirements and overall financial targets. Functions: Plan, schedule, and...

  • Senior Consultant, Learning

    6 days ago

    Bolton, Canada Michael Garron Hospital Full time

    OVERVIEW Reporting to the Manager, Organizational Development and Equity, Diversity and Inclusion the Senior Consultant, Learning and Organizational Development, is responsible for designing, implementing, and delivering a wide range of learning and organizational effectiveness programs and initiatives to advance our strategic and people plan priorities. ...

  • Senior Consultant, Learning

    2 weeks ago

    Bolton, Canada Michael Garron Hospital Full time

    OVERVIEW Reporting to the Manager, Organizational Development and Equity, Diversity and Inclusion the Senior Consultant, Learning and Organizational Development, is responsible for designing, implementing, and delivering a wide range of learning and organizational effectiveness programs and initiatives to advance our strategic and people plan priorities. ...

  • Consulting Principal Lead

    2 weeks ago

    Bolton, Canada Amdocs Full time

    Job ID: 182648 Required Travel : Up to 25% Managerial - No Location: :Canada-ON, Toronto, York St (AM) Who are we? Amdocs helps those who build the future to make it amazing. With our market-leading portfolio of software products and services, we unlock our customers' innovative potential, empowering them to provide next-generation communication and media...

  • Consulting Principal Lead

    2 weeks ago

    Bolton, Canada Amdocs Full time

    Job ID: 182648 Required Travel : Up to 25% Managerial - No Location: :Canada-ON, Toronto, York St (AM) Who are we? Amdocs helps those who build the future to make it amazing. With our market-leading portfolio of software products and services, we unlock our customers' innovative potential, empowering them to provide next-generation communication and...

  • Consulting Principal Lead

    2 weeks ago

    Bolton, Canada Amdocs Full time

    Job ID: 182648Required Travel :Up to 25%Managerial - NoLocation: :Canada-ON, Toronto, York St (AM)Who are we? Amdocs helps those who build the future to make it amazing. With our market-leading portfolio of software products and services, we unlock our customers’ innovative potential, empowering them to provide next-generation communication and media...

  • Consulting Principal Lead

    2 weeks ago

    Bolton, Canada Amdocs Full time

    Job ID: 182648Required Travel :Up to 25%Managerial - NoLocation: :Canada-ON, Toronto, York St (AM)Who are we? Amdocs helps those who build the future to make it amazing. With our market-leading portfolio of software products and services, we unlock our customers’ innovative potential, empowering them to provide next-generation communication and media...

  • Consulting Principal Lead

    2 weeks ago

    Bolton, Canada Amdocs Full time

    Job ID: 182648 Required Travel : Up to 25% Managerial - No Location: :Canada-ON, Toronto, York St (AM) Who are we? Amdocs helps those who build the future to make it amazing. With our market-leading portfolio of software products and services, we unlock our customers' innovative potential, empowering them to provide next-generation communication and media...

  • Consulting Principal Lead

    2 weeks ago

    Bolton, Canada Amdocs Full time

    Job ID: 182648 Required Travel :Up to 25% Managerial - No Location: :Canada-ON, Toronto, York St (AM) Who are we? Amdocs helps those who build the future to make it amazing. With our market-leading portfolio of software products and services, we unlock our customers’ innovative potential, empowering them to provide next-generation communication and...

  • Distribution Operations Manager

    1 month ago

    Bolton, Canada Pivotal Integrated HR Solutions Full time

    Operations ManagerOur client, a growing 3PL is currently searching for 2 Operations Managers to join their team in the Vaughan/Concord area. These are newly created roles!Responsibilities:Maintain and improve 'Safety Comes First' culture, enforce policies for workplace safety, implement safety measures, procedures, systemsOversee operations of our...

  • Distribution Operations Manager

    1 month ago

    Bolton, Canada Pivotal Integrated HR Solutions Full time

    Operations ManagerOur client, a growing 3PL is currently searching for 2 Operations Managers to join their team in the Vaughan/Concord area. These are newly created roles!Responsibilities:Maintain and improve 'Safety Comes First' culture, enforce policies for workplace safety, implement safety measures, procedures, systemsOversee operations of our...

  • Distribution Operations Manager

    4 weeks ago

    Bolton, Canada Pivotal Integrated HR Solutions Full time

    Operations ManagerOur client, a growing 3PL is currently searching for 2 Operations Managers to join their team in the Vaughan/Concord area. These are newly created roles!Responsibilities:Maintain and improve 'Safety Comes First' culture, enforce policies for workplace safety, implement safety measures, procedures, systemsOversee operations of our...

  • Distribution Operations Manager

    1 month ago

    Bolton, Canada Pivotal Integrated HR Solutions Full time

    Operations Manager Our client, a growing 3PL is currently searching for 2 Operations Managers to join their team in the Vaughan/Concord area. These are newly created roles! Responsibilities: Maintain and improve 'Safety Comes First' culture, enforce policies for workplace safety, implement safety measures, procedures, systems Oversee operations of our...

  • Distribution Operations Manager

    1 month ago

    Bolton, Canada Pivotal Integrated HR Solutions Full time

    Operations ManagerOur client, a growing 3PL is currently searching for 2 Operations Managers to join their team in the Vaughan/Concord area. These are newly created roles!Responsibilities:Maintain and improve 'Safety Comes First' culture, enforce policies for workplace safety, implement safety measures, procedures, systemsOversee operations of our...

  • Head of Asset Management and Maintenance

    2 weeks ago

    Bolton, Canada TEEMA Solutions Group Full time

    Reporting to the President, the Head of Asset Management & Maintenance will be part of a team developing and operating energy solutions for large business and institutional customers including electric vehicle charging, battery storage, solar PV and power generation. This role is responsible for PowerON’s overall asset management & maintenance program...

  • Head of Asset Management and Maintenance

    2 weeks ago

    Bolton, Canada TEEMA Solutions Group Full time

    Reporting to the President, the Head of Asset Management & Maintenance will be part of a team developing and operating energy solutions for large business and institutional customers including electric vehicle charging, battery storage, solar PV and power generation. This role is responsible for PowerON’s overall asset management & maintenance program...

  • Head of Asset Management and Maintenance

    7 days ago

    Bolton, Canada TEEMA Solutions Group Full time

    Reporting to the President, the Head of Asset Management & Maintenance will be part of a team developing and operating energy solutions for large business and institutional customers including electric vehicle charging, battery storage, solar PV and power generation. This role is responsible for PowerON’s overall asset management & maintenance program...