Associate Financial Services Professional

3 weeks ago


Richmond Hill, Ontario, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly skilled and motivated individual to join our team as an Associate in our Wealth Management division. As an Associate, you will play a key role in providing exceptional client service and support to our clients and advisors.

Key Responsibilities
  • Maintain existing client accounts and identify opportunities to contact clients.
  • Respond to client inquiries in an understanding and time-efficient manner.
  • 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.
Requirements
  • Demonstrated skills in providing world-class client service.
  • Exceptional verbal and written communication skills.
  • Undergraduate degree with a competitive GPA.
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
  • Strong skills working with business applications/technology, including Microsoft Office Suite.
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.


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