Financial Services Associate

3 weeks ago


Guelph, Ontario, Canada Royal Bank of Canada> Full time
Role Overview

We are seeking a highly skilled and detail-oriented Financial Services Associate to join our team at the Royal Bank of Canada in Guelph, Ontario. As a key member of our Wealth Management team, you will play a vital role in providing exceptional client service, maintaining accurate records, and contributing to the growth and success of our business.

About the Role

The successful candidate will be responsible for managing existing client relationships, identifying opportunities for growth, and providing proactive support to our Advisor team. Your excellent communication and problem-solving skills will enable you to effectively respond to client inquiries, resolve issues, and provide timely solutions.

You will also be responsible for:

  • Maintaining accurate and up-to-date records, including client files and account information
  • Coordinating meetings with Advisors and clients/prospects
  • Updating internal systems and ensuring compliance with industry regulations
  • Assisting with client onboarding and welcoming new clients to the firm
Requirements

To succeed in this role, you will need:

  • A Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Strong technical skills, including proficiency in Microsoft Office Suite
  • Excellent time management and organizational skills
  • Demonstrated ability to provide world-class client service
  • Exceptional verbal and written communication skills
What We Offer

We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. You will also benefit from:

  • A dynamic, collaborative, and progressive work environment
  • Ongoing training and development opportunities
  • A chance to make a difference in the lives of our clients and communities
Compensation

The estimated salary for this role is between $60,000 - $80,000 per year, depending on experience and qualifications.



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