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Associate - Wealth Management

2 months ago

Vernon, British Columbia, Canada Royal Bank of Canada> Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled Associate to join our Wealth Management team. As an Associate, you will play a critical role in providing exceptional client service and supporting the growth of our business.

Job Description

The successful candidate will be responsible for:

  • Providing professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
  • Supporting Investment Advisors in general administrative duties in the management of client accounts
  • Assisting in the preparation of client reviews and presentations
  • Requesting information and documentation from clients to open accounts and keep client files up to date
  • Following up on client trades to ensure proper settlement and delivery
  • Monitoring all pending transfers to ensure completion on a timely basis
Requirements

To be successful in this role, you will need:

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Strong Microsoft Office Suite skills
  • Meticulous attention to detail and excellent time management skills
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
  • Exceptional verbal and written communication skills in English
  • Wealth Management Experience
What We Offer

We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities, and you will have the ability to make a difference and lasting impact in our dynamic, collaborative, progressive, and high-performing team.

The expected base salary range for this position is $37,500 - $45,000, depending on your experience, skills, and registration status, market conditions, and business needs. You also have the potential to earn considerably more through RBC's robust discretionary bonus program.

Why Work with Us

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.