Senior Associate

3 weeks ago

Vancouver, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities downtown Vancouver Main branch is currently seeking a licensed Senior Associate for a Chairman's Council Team.

The successful candidate will possess 5+ years of investment industry experience, a passion for service excellence, thrive in a fast-paced team environment and be securities licensed. This individual will be responsible for the day-to-day administrative needs for top clients and have a unique opportunity for leadership, mentorship, and skill development as they will lead the administrative team.

This is an exciting and challenging role in one of the largest branches in the firm. The ability to learn and grow in this role is vast.

What will you do?

- Provide world class client service to our valued clients
- Work closely with Investment Advisor to ensure efficient business processes
- Lead administrative team by example and through consultation, collaboration and teamwork
- Completion and monitoring of client documentation and day-to-day cashflow/transfer needs
- Follow-up on client trades to ensure proper settlement and delivery
- Maintain client accounts by reviewing daily activity online and on applicable reports
- Utilize contact management system for daily task management
- Book client meetings and maintain daily schedule of Investment Advisor
- Investigate and resolve inquiries related to accounts

What do you need to succeed?

Must-have

- The ideal candidate should have at least 5+ years of experience in the investment field working as Senior Sales Assistant / Client Service Associate / Associate / etc.
- Successful Completion of CSC & CPH and Investment Representative ("IR") license
- Strong time management and organizational skills
- Meticulous attention to detail
- Excellent verbal and written communication skills in English
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Experience using Microsoft Office
- Resident of the greater Vancouver area and legally able to work in Canada

Nice-to-have

- Good understanding of fixed income and equity markets
- Proficiency in Excel

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. 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 and competitive compensation
- 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
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services

The expected total compensation range for this particular position is $80,000+ depending on your experience, skills, registration status, market conditions and business needs.

You have the potential to earn considerably more through the robust discretionary bonus program of RBC Dominion Securities which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified workforce and plays a critical role in attracting, engaging and retaining talent that:

- Drives RBC's high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-20

Application Deadline:

2025-03-22

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.

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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.

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