Associate National Accounts

2 months ago


Toronto, 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 National Accounts

**What is the opportunity?**

The National Accounts Team, RBC Global Asset Management (GAM), is seeking an Associate to join their team. The National Accounts team cultivates relationships and opportunities with IIROC firms, independent dealers, asset managers and insurance companies. The National Accounts Associate plays an important role within the team by providing pre
- and post-sales planning, support, and relationship management.

In this role, you will work closely with the VP, National Accounts in supporting the team’s activities to manage and grow the businesses. You will help support and maintain strong relationships with dealers and key stakeholders as well as oversee the completion of Requests for Proposals (RFIs), due diligence questionnaires (DDQs) and the delivery of value-added services.

**What will you do?**
- Manage & coordinate the delivery of all client reporting and communications by working in concert with Product, marketing, and other internal stakeholders
- Lead the completion and delivery of due diligence questionnaires (DDQs) and Requests for Information (RFIs)
- Maintain & support relationships with key internal and external partners
- Reconcile monthly expenses and provide exceptional service to the National Accounts team and Head Office contacts
- Promote efficiencies by contributing to the continuous improvement of processes and procedures
- Prepare and coordinate presentations, conference calls, dealer conferences, marketing materials, and other reporting

**What do you need to succeed?**

**Must Have**
- Previous experience in a sales or client facing role
- A genuine interest in Capital Markets
- Ability to produce high-quality deliverables in a rapidly changing environment, with the skill to prioritize to ensure timely and accurate delivery.
- Flexibility with respect to work tasks & managing priorities
- Proficiency with Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) and CRM
- Completion of the Canadian Securities Course

**Nice to Have**
- Mutual fund or ETF industry experience
- Enrollment in CFA an asset
- Experience in customer service
- French verbal and written skills are considered an asset

**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
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business

**Job Summary**

**Address**:
TORONTO, Ontario, Canada

**City**:
CAN-ON-TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-06-13

**Application Deadline**:
2023-06-28

**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**

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