Financial Services Associate

3 weeks ago


Red Deer, Alberta, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

Royal Bank of Canada is a leading investment and wealth management firm that prioritizes client relationships. Our collaborative culture enables success at every level and empowers us to help clients achieve their financial goals.

The Tettmar Private Wealth Management team is seeking a resourceful and efficient individual to join our team as a Financial Services Associate. You will contribute to business growth by providing exceptional service, managing client accounts, and responding to inquiries.

Key Responsibilities

  • Provide professional service to clients, advisors, and internal partners through telephone and email contacts
  • Support Investment Advisors in administrative duties, including client account management and review preparation
  • Request information and documentation from clients to maintain up-to-date client files
  • Monitor trades and transfers to ensure timely completion

Requirements

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Strong Microsoft Office Suite skills
  • Meticulous attention to detail and excellent time management skills
  • Exceptional verbal and written communication skills in English
  • Wealth Management Experience

Additional Details

Work Hours: 37.5 hours/week

Employment Type: Full-time

Job Type: Regular

Pay Type: Salaried

We strive to provide an inclusive and equitable workplace for our employees to bring their true selves to work. We are committed to building diverse teams and addressing issues of inequity and systemic bias.

At Royal Bank of Canada, we use our passion and drive to enhance the well-being of our clients and communities. If you are passionate about delivering exceptional client service and contributing to our team's success, we encourage you to apply.



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