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Associate - Financial Services Professional

2 months ago

Peterborough, Ontario, Canada Royal Bank of Canada> Full time
About the Role

We are seeking a highly skilled and motivated Associate to join our team at Royal Bank of Canada. 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
  • Respond to client inquiries in a timely and professional manner, providing accurate and helpful information to meet their needs.
  • Collaborate with advisors and internal teams to resolve client issues and provide proactive solutions.
  • Manage client communications, including email, phone, and in-person interactions, to ensure seamless and efficient service.
  • Assist with client onboarding and account management, ensuring accurate and up-to-date documentation and records.
  • Support the development and implementation of client relationships and business growth strategies.
Requirements
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification.
  • Strong technical skills, including proficiency in Microsoft Office Suite and business applications.
  • Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
  • Highly organized and detail-oriented, with a strong focus on quality and accuracy.
What We Offer
  • A comprehensive compensation package, including competitive salary, bonuses, and benefits.
  • Opportunities for professional growth and development, including training and mentorship programs.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.
  • The chance to work with a leading financial institution and make a meaningful contribution to our clients' success.