Associate

1 month ago

Kelowna, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Associate

**What is the opportunity?**:
RBC Dominion Securities is Canada’s 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.

**What will you do?**:

- Coordinate and prepare meetings for Advisors with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
- Assist the Advisor team 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.
- Follow up on client trades to ensure proper settlement and delivery

***What do you need to succeed?**:

- Canadian Securities Course (CSC), Conduct & Practices Handbook CPH, and 30-day training (i.e., holds Investment Representative license with IIROC) **or** willing to obtain within 6 months of employment
- Strong organizational and communication skills
- Comfortable using Microsoft Word, Excel, Outlook, and WebEx

***Nice-to-have**:

- 2 to 4 years of administrative experience preferably in wealth management, banking or insurance

***What’s 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

**Job Summary**

**Address**:
KELOWNA, British Columbia, Canada

**City**:
CAN-BC-KELOWNA

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-09-05

**Application Deadline**:
2023-09-30

**I**nclusion** 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.

**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.

  • Registered Dental Hygienist

    2 weeks ago

    Kelowna, Canada Associate Recruiter.com Full time $45 - $70

    Calling all passionate and skilled Registered Dental Hygienists!Ready for a fulfilling career opportunity in beautiful Kelowna, BC?Join us in Rutland for an exciting journey!Schedule: Full time (4 days) or Part Time (2-3 days). Monday 8am-6pm, Tuesday 9am-7pm, Wednesday 9am-7pm, Thursday 8am-6pm. We are flexible!Joining Our Dental Family Comes with Exclusive...

  • Registered Dental Hygienist

    2 weeks ago

    Kelowna, Canada Associate Recruiter.com Full time

    Calling all passionate and skilled Registered Dental Hygienists!Ready for a fulfilling career opportunity in beautiful Kelowna, BC?Join us in Rutland for an exciting journey!Schedule: Full time (4 days) or Part Time (2-3 days). Monday 8am-6pm, Tuesday 9am-7pm, Wednesday 9am-7pm, Thursday 8am-6pm. We are flexible!Joining Our Dental Family Comes with Exclusive...

  • Consumables Associate

    3 weeks ago

    Kelowna, British Columbia, Canada Walmart Canada Full time

    Position 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...

  • Grocery Associate

    1 week ago

    Kelowna, British Columbia, Canada Walmart Canada Full time

    Position 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...

  • Sales Associate

    2 days ago

    Kelowna, Canada Just Cozy Full time

    The role of: Sales Associate Currently Hiring for: Just Cozy, Orchard Park Mall The Sales Associate is responsible for generating sales by providing the customer with an exceptional shopping experience. The Sales Associate maximizes sales by delivering efficient, friendly and knowledgeable service and ensuring the store is neat, clean and well-presented at...

  • Research Associate

    1 month ago

    Kelowna, Canada UBC Full time

    Academic Job Category Faculty Non Bargaining Job Title Research Associate Department UBCO | Faculty | Department of Chemistry | Irving K. Barber Faculty of Sciences (Susan Murch) Posting End Date May 27, 2024 **Note**: Applications will be accepted until 11:59 PM on the day prior to the Posting End Date above. Job End Date Jul 31, 2025 Salary amount...

  • Consumables Associate

    6 days ago

    Kelowna, Canada Walmart Canada Full time

    Position 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...

  • Consumables Associate

    3 weeks ago

    Kelowna, Canada Walmart Canada Full time

    Position 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...

  • Grocery Associate

    2 weeks ago

    Kelowna, Canada Walmart Canada Full time

    Position 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...

  • Fashion Associate

    4 days ago

    Kelowna, British Columbia, Canada Walmart Canada Full time

    Position Summary...The Fashion Associate will provide customer service by processing and stocking all fashion merchandise and maintaining cleanliness on the salesfloor and in the backroom area. This will be accomplished by maintaining merchandising standards, accurate modular integrity and accurate signage all in a safe and clean environment. This Associate...

  • Sales Associate

    2 days ago

    Kelowna, Canada 7-Eleven, Inc. Full time

    Overview: The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, customer-friendly environment; stock and merchandise products; and, naturally, operate...

  • Overnight Associate

    5 days ago

    Kelowna, British Columbia, Canada Walmart Canada Full time

    Position Summary...To provide customer service by completing assigned tasks relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing of merchandise all in a safe and clean environment. This Associate will function as part of a...

  • Deli Associate

    2 weeks ago

    Kelowna, British Columbia, Canada Walmart Canada Full time

    Position Summary...A Deli Stocker properly maintains, zones, and stocks his/her assigned area, assists customers and maintains modular and feature presentations, while maintaining exemplary customer service by adhering to the Basic Beliefs and values of Wal- Mart.What you'll do...1. Zoning the department.2. Rotating stock and checking for expired products.3....

  • Fashion Associate

    5 days ago

    Kelowna, Canada Walmart Canada Full time

    Position Summary...The Fashion Associate will provide customer service by processing and stocking all fashion merchandise and maintaining cleanliness on the salesfloor and in the backroom area. This will be accomplished by maintaining merchandising standards, accurate modular integrity and accurate signage all in a safe and clean environment. This Associate...

  • Associate Lead | Kelowna

    4 days ago

    Kelowna, Canada Hudson’s Bay Full time

    The role of an Associate Lead will have an integral part of the overall customer experience strategy by supporting the selling and service operations within Hudson’s Bay. As an Associate Lead you will manage the department and store performance through direct development of associates with consistent coaching and mentoring for optimal sales results. As an...

  • General Merchandise Associate

    2 weeks ago

    Kelowna, British Columbia, Canada Walmart Canada Full time

    Position Summary...Working as a General Merchandise Associate at Walmart Canada is a great way to develop your skills in the retail industry. A General Merchandise Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the general merchandise area, and assists with stocking and the sale of...

  • General Merchandise Associate

    1 day ago

    Kelowna, Canada Walmart Canada Full time

    **Position Summary... **:Working as a General Merchandise Associate at Walmart Canada is a great way to develop your skills in the retail industry. A General Merchandise Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the general merchandise area, and assists with stocking and the sale...

  • Ecommerce Store Associate

    1 month ago

    Kelowna, British Columbia, Canada Walmart Canada Full time

    What 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...

  • Grocery Associate

    1 week ago

    Kelowna, British Columbia, Canada Walmart Canada Full time

    Position Summary...To provide customer service by completing assigned handheld device and modular activities, while maintaining a stocked and zoned salesfloor and offering assistance to meet the customer's shopping needs. This will be accomplished by maintaining and recovering merchandise all in a safe and clean environment. This Associate will function as...

  • Stock Unloader Associate

    2 weeks ago

    Kelowna, British Columbia, Canada Walmart Canada Full time

    Position 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...