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Financial Services Associate

2 months ago

Vaughan, Ontario, Canada Royal Bank of Canada> Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled and motivated individual to join our team as an Associate. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and support to our clients and advisors.

Key Responsibilities
  • Maintain existing client relationships and identify opportunities to deepen existing relationships.
  • Respond to client inquiries in a timely and professional manner, providing accurate and helpful information.
  • Collaborate with advisors to manage client portfolios and wealth management planning opportunities.
  • Effectively manage incoming communications from clients, advisors, and other internal and external partners.
  • Assist with the onboarding of new clients and the coordination of meetings with advisors and clients.
  • Stay up-to-date on internal controls and industry regulatory requirements, ensuring client files and documentation are accurate and compliant.
  • Utilize social media skills to update the team's communication channels and maintain a strong online presence.
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
  • A dynamic, collaborative, and progressive work environment
  • A world-class training program in financial services