Business Development Lead

2 days ago

Mississauga, Ontario, Canada RBC - Royal Bank Full time
Job Summary

RBC Dominion Securities, a leading full-service investment and wealth management firm in Canada, is seeking a highly skilled and resourceful individual to join our team as an Associate. As a key member of our team, you will play a vital role in providing exceptional service and support to our clients and advisors, helping us deepen existing relationships and welcome new clients to the firm.

Key Responsibilities
  • Lead client events, including event logistics, invitations, and follow-up, in collaboration with advisors and sponsors.
  • Develop and execute innovative business development activities to drive team growth and success.
  • Create and manage marketing materials, adhering to brand guidelines, using content creation, management, and publishing tools.
  • Work closely with RBC WMC Marketing partners to design, build, and manage team websites, including maintenance and content posting.
  • Update team communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters, using social media skills.
  • Respond to client inquiries in a timely and understanding manner, addressing account transactions, requests, documentation, and reporting.
  • Effectively manage incoming communications from clients, advisors, and internal/external partners.
  • Coordinate and prepare meetings for advisors with clients and prospects, leveraging planning skills.
  • Support advisors and clients through the wealth management process, maintaining an audit of wealth management activities and priorities.
Requirements
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), or willingness to complete within the first year.
  • Experience in the securities industry.
  • Strong skills in business applications/technology, including Microsoft Office Suite.
  • High-quality time management and organization skills.
  • Demonstrated skills in providing world-class client service, professional, warm, and friendly to clients.
  • Exceptional verbal and written communication skills in English.
What We Offer
  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
  • 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.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • A world-class training program in financial services.
Job Skills

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

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