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Financial Services Associate

2 months ago

Laval, Quebec, Canada Royal Bank of Canada Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our advisory team as a Financial Services Associate. This role will provide exceptional client service, administrative support, and contribute to the growth of our business.

Key Responsibilities
  • Provide professional servicing of client inquiries, including telephone and email contacts
  • Support Investment Advisors in general administrative duties, such as managing client accounts and preparing client reviews
  • Assist in the preparation of client presentations and mailings, such as seminars and newsletters
  • Coordinate meetings for Investment Advisors and print/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, and high-performing team
  • A world-class training program in financial services
Additional Information

Royal Bank of Canada is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.