Financial Services Associate

4 weeks ago


Laval, Quebec, Canada RBC Full time
Job Summary

RBC Dominion Securities is seeking a highly skilled and detail-oriented individual to join our advisory team as an Associate. This role will involve providing exceptional service to clients, supporting Investment Advisors with administrative duties, and contributing to the growth of the business.

Key Responsibilities
  • Provide professional servicing of client contacts, including telephone and email inquiries
  • Support Investment Advisors with general administrative duties, such as managing client accounts and preparing client reviews
  • Request information and documentation from clients to maintain accurate client files
  • Assist with preparing mailings, such as seminars and newsletters
  • Coordinate meetings for Investment Advisors and distribute reports
  • Monitor pending transfers to ensure timely completion
Requirements
  • Minimum 2 years of experience in the financial services industry
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), or willingness to complete upon hire
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
  • Meticulous attention to detail and excellent time management skills
  • Demonstrated skills in providing world-class client service
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services


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