Associate - Financial Services
2 weeks ago
Job Opportunity:
RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join their advisory team as an Associate.
Key Responsibilities:
- Provide exceptional client service and support to Investment Advisors
- Assist in the management of client accounts, including administrative duties and data entry
- Prepare client reviews and presentations, and coordinate meetings with Investment Advisors
- Request information and documentation from clients to maintain accurate records
- Assist in the preparation of mailings, reports, and other materials
- Monitor pending transfers and ensure timely completion
Requirements:
- Bilingualism (English and French) required
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification
- Strong working knowledge of Microsoft 365 apps
- Meticulous attention to detail and excellent time management skills
- Demonstrated skills in providing world-class client service
What We Offer:
- A comprehensive Total Rewards Program, including bonuses and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, and high-performing team
- A world-class training program in financial services
About Us:
RBC Dominion Securities Inc. is a leading financial services company that thrives on innovation, progressive thinking, and teamwork. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join their advisory team as an Associate.Key Responsibilities:Provide exceptional client service and support to Investment AdvisorsAssist in the management of client accounts, including administrative duties and data entryPrepare client reviews and...
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Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join their advisory team as an Associate.Key Responsibilities:Provide exceptional client service and support to Investment AdvisorsAssist in the management of client accounts, including administrative duties and data entryPrepare client reviews and...
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Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join our team as an Associate. This role will provide exceptional client service and support to our Investment Advisors, ensuring the smooth operation of client accounts and administrative duties.Key Responsibilities:Provide professional servicing of...
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Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join our team as an Associate. This role will provide exceptional client service and support to our Investment Advisors, ensuring seamless day-to-day operations and contributing to the growth of our business.Key Responsibilities:Provide professional...
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Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join our team as an Associate. This role will provide exceptional client service and support to our Investment Advisors, ensuring seamless day-to-day operations and contributing to the growth of our business.Key Responsibilities:Provide professional...
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Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join our team as an Associate. This role will provide exceptional client service and support to our Investment Advisors, ensuring seamless day-to-day operations and contributing to the growth of our business.Key ResponsibilitiesProvide professional...
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Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities is seeking a highly skilled and detail-oriented individual to join our advisory team as an Associate. This role will provide exceptional service to clients, advisors, and internal partners, while supporting the growth of the business.Key ResponsibilitiesProvide professional servicing of incoming contacts from clients,...
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Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities is seeking a highly skilled and detail-oriented individual to join our advisory team as an Associate. This role will provide exceptional service to clients, advisors, and internal partners, while supporting the growth of the business.Key ResponsibilitiesProvide professional servicing of incoming contacts from clients,...
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Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities is seeking a highly skilled and detail-oriented Associate to join our advisory team. As a key member of our team, you will play a vital role in providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesProvide professional servicing of client inquiries and requestsSupport...
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Associate - Financial Services
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Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join our team as an Associate. This role will provide exceptional client service and support to our Investment Advisors, ensuring seamless day-to-day operations and contributing to the growth of our business.Key Responsibilities:Provide professional...
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Associate - Financial Services
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Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full timeJob Opportunity:RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join our team as an Associate. This role will provide exceptional client service and support to our Investment Advisors, ensuring seamless day-to-day operations and contributing to the growth of our business.Key Responsibilities:Provide professional...