Associate

1 month ago

Pickering, Ontario, Canada RBC Dominion Securities Inc. Full time
Job Title: Associate

RBC Dominion Securities Inc. is seeking a highly skilled and motivated Associate to join our team. As an Associate, you will play a key role in providing exceptional client service and support to our clients and Advisor team.

Key Responsibilities:
  • Maintain existing client accounts and identify opportunities to contact clients.
  • Respond to client inquiries in an understanding and time-efficient manner.
  • Tap into your superior problem resolution skills to provide proactive client service.
  • Effectively manage incoming communications from clients, Advisors, and other internal and external partners.
  • Assist the Advisor team in welcoming and onboarding new clients.
  • Coordinate and prepare meetings for Advisors with their clients/prospects.
  • Become well-versed in internal controls and industry regulatory requirements.
  • Update the team's communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters.
  • Follow up on client trades to ensure proper settlement and delivery.
  • Support the Advisor team and client through the Wealth Management process.
Requirements:
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • 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
  • Exceptional verbal and written communication skills
What We Offer:
  • A comprehensive Total Rewards Program including bonuses and flexible benefits
  • 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
About RBC Dominion Securities Inc.

We are a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

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