Associate - Investment and Wealth Management Professional
2 days ago
Job Summary
Job Description
What is the opportunity?
At Royal Bank of Canada, we are committed to helping our clients achieve their financial goals. We are seeking a high-performing Associate to join our Wealth Management team in Edmonton. As a key member of our team, you will provide exceptional client service and support to our clients and advisors.
What will you do?
- Execute investment trades and portfolio management as coordinated by Advisor
- Provide trade surveillance and ensure accuracy of portfolio holdings relative to the Investment Policy Statement
- Work with Advisor to develop the investment models and portfolio rebalancing
- Coordinate position maintenance, book cost accuracy and execution of corporate reorganizations
- Monitor fixed income maturities for reinvestment
- Provide proactive client service with a focus on problem resolution and attention to details
- Administer estate adjustments and distribution
- Respond to client and related party inquiries (account transactions, requests for tax receipts, account reporting, etc)
- Follow up on client trades to ensure proper settlement and delivery
What do you need to succeed?
Must-have
- 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 that will come across as professional, warm, and friendly to our clients
Nice-to-have
- Knowledge of RBC Dominion Securities' systems and procedures
- Experience in the securities industry is an asset
What's in it for you?
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:
- 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
- An opportunity to make a difference and have a lasting impact on the lives of others
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
Platform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
Salaried-
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