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Financial Services Associate

2 months ago

Sherbrooke, 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 to our Investment Advisors.

Key Responsibilities
  • Provide professional servicing of client contacts, including telephone and email interactions
  • Support Investment Advisors with general administrative duties, such as managing client accounts and preparing client reviews
  • Assist in the preparation of client presentations and mailings, such as seminars and newsletters
  • Coordinate meetings for Investment Advisors and distribute reports
  • Monitor pending transfers to ensure timely completion
Requirements
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
  • Meticulous attention to detail and excellent time management skills
  • Bilingualism (English and French) required
  • 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 difference and lasting impact
  • Work in a dynamic, collaborative, and high-performing team
  • A world-class training program in financial services