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Associate - Securities Industry

2 months ago

Montreal, Quebec, Canada Royal Bank of Canada Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled and detail-oriented Associate to join our advisory team. As a key member of our team, you will play a vital role in providing exceptional client service and administrative support.

Key Responsibilities
  • Provide professional servicing of client inquiries and requests via telephone and email
  • Support Investment Advisors with general administrative duties, including client account management and data entry
  • Assist with the preparation of client reviews and presentations
  • Request and verify client information and documentation to maintain accurate records
  • Coordinate meetings and events for Investment Advisors, including printing and distributing reports
  • Monitor and ensure timely completion of pending transfers
Requirements
  • Bilingualism (English and French) is required, as you will interact with clients and colleagues across Canada
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) are mandatory
  • Minimum 2 years of experience in the securities industry
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
  • Meticulous attention to detail and excellent time management skills
  • Demonstrated skills in providing world-class client service
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a lasting impact and contribute to the success of our team
  • A dynamic, collaborative, and progressive work environment
  • A world-class training program in financial services
Additional Information

Royal Bank of Canada is committed to building inclusive teams and an equitable workplace. We strive to provide an accessible candidate experience for our prospective employees with different abilities.