RBC Associate

2 weeks ago

Toronto, Ontario, Canada Royal Bank of Canada Full time

Unlock your potential in a dynamic and collaborative environment at Royal Bank of Canada. We are seeking an exceptional individual to join our team as an Associate in Wealth Management.

About the Role

We thrive on innovation and growth, and we're committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. As an Associate, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

Responsibilities
  • Maintain existing client relationships and identify opportunities to contact clients, manage timelines and key dates for accounts to ensure seamless support.
  • Respond to client inquiries in an understanding and time-efficient manner, handling account transactions, requests, account documentation, and account reporting.
  • Tap into your problem resolution skills to provide proactive client service, liaising with various departments to provide smooth and timely solutions.
  • Effectively manage incoming communications from clients, Advisors, and internal/external partners.
  • Support the Advisor team in welcoming and onboarding new clients, coordinating meetings, and preparing necessary documentation.
  • Become well-versed in internal controls and industry regulatory requirements to maintain accurate, up-to-date, and compliant client files and documentation.
Requirements
  • Candidate must possess Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certifications.
  • Strong business application and technology skills, including Microsoft Office Suite.
  • Exceptional time management, organization, and communication skills.
What's in it for You?

As a valued member of our team, you can expect:

  • A comprehensive Total Rewards Program, including competitive compensation, bonuses, flexible benefits, commissions, and stock where applicable.
  • Ongoing coaching and development opportunities to enhance your skills and knowledge.
  • The chance to make a meaningful impact on the lives of others and contribute to our mission of delivering trusted advice that helps clients thrive.

Estimated salary: $55,000 - $65,000 per annum, depending on location and experience.

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