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Business Development Lead

2 months ago

Mississauga, Ontario, Canada RBC Full time
Job Summary

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

Job Description

We are seeking a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm.

As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

Key Responsibilities
  • Lead client events with the advisor and any sponsors, including event logistics, invitations, follow-up with invitees, execution of event, and follow-up.
  • Use innovative and creative ideas to suggest business development activities for the team.
  • Execute the creation of marketing materials using content creation, management, and publishing tools while adhering to brand guidelines.
  • Work closely with RBC WMC Marketing partners to design/build/manage team's website, including maintenance and posting new content for clients.
  • Draw on your social media skills to update the team's communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters.
  • Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
  • Effectively manage incoming communications from clients, Advisors, and other internal and external partners.
  • Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
  • Support the Advisor team and client through the Wealth Management process and maintain 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 working with business applications/technology, including Microsoft Office Suite.
  • High-quality time management and organization 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.
What We Offer
  • A comprehensive Total Rewards Program including bonuses and 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.