Financial Services Associate
2 days ago
Job Summary
Job Description
What is the opportunity?
The Royal Bank of Canada is seeking a highly skilled and detail-oriented Associate to join its advisory team. As an Associate, you will play a crucial role in providing exceptional client service, managing client accounts, and supporting the Investment Advisors in their daily activities.
Key Responsibilities:
- Provide professional servicing of client inquiries and requests
- Support the Investment Advisors in administrative duties, including client account management and review preparation
- Assist in the preparation of client reviews and presentations
- Request information and documentation from clients to maintain accurate client files
- Coordinate meetings and events for the Investment Advisors, including printing and distributing reports
- Monitor and ensure timely completion of pending transfers
Requirements:
- Minimum of 2 years of experience in the financial services industry
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), or willingness to complete upon hire
- 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's in it for you?
We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will have the ability to make a difference and lasting impact in a dynamic, collaborative, and high-performing team.
Additional Job Details:
Work Environment:
Our team is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
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