Client Relationship Development Associate

4 weeks ago

Montreal, Quebec, Canada Royal Bank of Canada> Full time

Position Overview

Role Summary

What is the opportunity?

RBC Dominion Securities is in search of an enthusiastic Client Relationship Development Associate. This role is ideal for individuals who thrive on interpersonal connections and enjoy fostering relationships. It presents a valuable chance to gain insights into the wealth management sector while working alongside a high-achieving team. This position is offered as a one-year contract with full-time hours.

Key Responsibilities

  • Initiate contact with prospective clients to schedule financial consultations with an Investment Advisor
  • Assist in gathering essential documentation
  • Support the proposal creation process
  • Identify and cultivate business leads and manage the sales pipeline through proactive outreach, follow-ups, and emails
  • Keep the Investment Advisor informed with regular updates on client prospects
  • Contribute to the advisory team's social media outreach, marketing efforts, and lead management for newsletters

Qualifications for Success
Essential Skills

  • Proficiency in making proactive calls to introduce new offerings
  • Bilingual (English and French) is mandatory, as you will frequently engage with clients requiring both language services
  • Drive to meet objectives in a fast-paced, dynamic setting
  • Outgoing demeanor with excellent interpersonal abilities
  • Confidence and a proven ability to influence discussions
  • Resilience in the face of rejection while maintaining a positive outlook
  • Capability to work autonomously
  • Strong multitasking and prioritization skills

Preferred Qualifications

  • Experience in client communication via phone in a contact center environment
  • Background in sales
  • Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)
  • University degree
  • Familiarity with entrepreneurs and business owners

Benefits of the Role

We are committed to fostering an environment that encourages growth, collaboration, and the delivery of trusted advice to empower our clients and enhance community prosperity. We value our team members, support their potential, and strive for mutual success.

  • Opportunity to acquire essential sales and prospecting skills within a leading advisory team at RBC Dominion Securities
  • Personalized coaching from an Investment Advisor
  • Chance to make a positive impact on potential clients' financial futures
  • Exposure to the wealth management industry
  • Performance-based incentives along with a competitive hourly wage

Commitment to Diversity

At RBC, we prioritize diversity and inclusion as key drivers of innovation and growth. We are dedicated to creating inclusive teams and equitable workplaces where employees can express their authentic selves. We actively address issues of inequity and systemic bias to support our diverse talent, clients, and communities.

Accessibility for Candidates

We aim to provide an accessible experience for all candidates, including those with varying abilities. Please inform us if you require any accommodations during the recruitment process.

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