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Financial Services Associate
2 months ago
Job Summary
RBC Dominion Securities is seeking a highly skilled Associate to join a well-established advisory team. As an Associate, you will play a crucial role in growing the business by providing exceptional and efficient service, taking care of administrative duties related to client accounts, and responding to client inquiries.
Key Responsibilities
- Provide professional servicing of incoming contacts from clients, advisors, and internal/external partners
- Support Investment Advisors in general administrative duties, including client account management
- Assist in preparing client reviews and presentations
- Request information and documentation from clients to maintain up-to-date client files
- Prepare mailings, such as seminars, newsletters, and information packages
- Coordinate meetings for Investment Advisors, print and distribute reports
- Monitor pending transfers to ensure timely completion
Requirements
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
- Meticulous attention to detail and excellent time management skills
- Bilingualism (English and French) required, as you will serve clients and do business with RBC partners and/or employees across Canada
- Demonstrated skills in providing world-class client service
What We Offer
- A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- 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
Additional Information
At RBC, we value diversity and inclusion for innovation and growth. We are 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.
