Financial Services Associate

4 weeks ago

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

Job Summary

Job Description

What is the opportunity?

Are you looking for a challenging role in a dynamic entrepreneurial environment? Do you want to work on complex solutions for high net worth clients and collaborate with experienced professionals? If so, this may be the perfect opportunity for you.

The Royal Bank of Canada's Elinesky Schuett Private Wealth team is one of the largest and fastest growing advisor teams in the country. Our mission is to deliver a world-class investment management, wealth management, and client service experience to high net worth individuals. We are seeking a skilled Associate to join our team and contribute to our growth goals.

The Role

The Associate will work closely with other team members to deliver high-quality service to our clients. This will involve ongoing, creative, proactive, and efficient support across day-to-day client service, account administration, and wealth management support. The successful candidate will be instrumental in supporting specific Investment Advisors and their client book, as well as contributing to strategic initiatives and supporting with capacity during urgent or peak volume periods.

Key Responsibilities

  • Provide world-class primary service contact to clients, ensuring they are overly satisfied with our service levels
  • Partner with Investment Advisors and Client Experience Associates to support, manage, and track client service plans
  • Execute a world-class account opening, setup, and onboarding experience for clients
  • Support and execute all day-to-day, seasonal, and ad-hoc account administration and reporting for clients
  • Develop and cross-train service knowledge by exposing yourself to all service requests and complex client scenarios
  • Promote and support a work environment that inspires innovation, creativity, collaboration, and diversity

Requirements

  • 3+ years of experience as an Associate
  • Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH)
  • Demonstrated skills in providing world-class client service
  • Meticulous attention to detail, strong organizational skills, and excellent time management
  • Demonstrated professionalism and ability to manage highly confidential information
  • Exceptional verbal and written communication skills

What's in it for you?
At Royal Bank of Canada, we value our employees and strive to provide a diverse, equitable, and inclusive environment that is well-resourced, experienced, and engaged for career growth and personal development. Some of the benefits our team members enjoy include:

  • Competitive base salary and variable performance bonuses
  • Comprehensive health benefits, matching employee savings programs, and participation in the RBC Pension program
  • A world-class training program in financial services
  • Competitive team and office perks, including strong vacation, personal, sick, and flex day policies
  • Hybrid work environment with vibrant office culture
  • Fun team events and social activities
  • Ability to make a difference and a lasting impact

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Inclusion and Equal Opportunity Employment

At Royal Bank of Canada, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

  • Financial Services Associate

    4 weeks ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    Private Wealth Management – AssociateAt IG Wealth Management, we are seeking a highly motivated and detail-oriented individual to join our team as a Private Wealth Management Associate. As a key member of our team, you will play a vital role in supporting our advisors in providing exceptional client service and helping to grow our business.Key...

  • Financial Services Associate

    1 week ago

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

    Company OverviewThe Elinesky Schuett Private Wealth team of RBC Dominion Securities is one of the largest and fastest-growing advisor teams in Canada. Our mission is to make lives better through a people-first approach to wealth management, delivering a world-class investment management, wealth management, and client service experience.Job SummaryThis...

  • Business Development Associate

    2 weeks ago

    Guelph, Ontario, Canada Your Neighbourhood Credit Union Limited Full time

    Job OverviewYour Neighbourhood Credit Union Limited is seeking a skilled Member Services Support Associate to join our team. This role will involve building relationships with members and administering branch audit and operational functions.About the RoleThis position will be responsible for performing branch audit functions, including line of credit reviews...

  • Member Services Support Associate

    1 month ago

    Guelph, Ontario, Canada Your Neighbourhood Credit Union Limited Full time

    Job Title: Member Services Support AssociateAt Your Neighbourhood Credit Union Limited, we are seeking a highly motivated and customer-focused Member Services Support Associate to join our team. As a key member of our branch team, you will be responsible for providing exceptional service to our members, building strong relationships, and supporting the...

  • Business Banking and Financial Growth Manager

    1 week ago

    Guelph, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    About DUCADUCA Financial Services Credit Union Ltd. is a dynamic and fast-growing financial institution that values its employees and customers alike. With a strong commitment to helping people, businesses, and communities achieve their goals, we offer a unique opportunity for talented individuals to join our team.Job SummaryWe are seeking an experienced...

  • Member Service Representative

    1 month ago

    Guelph, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    Job Title: Member Service RepresentativeAt DUCA Financial Services Credit Union Ltd., we're seeking a highly motivated and customer-focused Member Service Representative to join our dynamic team in Guelph. As a key member of our Retail Banking department, you will play a vital role in delivering exceptional service to our valued members.Key...

  • Associate - Client Service Specialist

    1 month ago

    Guelph, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job SummaryThe Associate role at RBC Dominion Securities Inc. is a key position that works closely with other team members to deliver exceptional service to clients. This role is instrumental in supporting Investment Advisors and their client books, as well as contributing to strategic initiatives and capacity during peak periods.Key ResponsibilitiesProvide...

  • Wealth Management Associate

    4 weeks ago

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

    Job SummaryJob DescriptionWhat is the opportunity?Are you looking to embark on a challenging and rewarding career in wealth management? Do you want to work in an entrepreneurial environment where you can make a real impact? Look no further! The Elinesky Schuett Private Wealth team of RBC Dominion Securities is seeking a highly motivated and experienced...

  • Wealth Management Associate

    4 weeks ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you passionate about delivering exceptional customer service and building strong relationships with clients? We're seeking a skilled and driven individual to join our Wealth Management team as a Wealth Management Associate.Skyline Group of Companies is a premier wealth planning and investment firm that offers clients a best-in-class investor experience....

  • Associate

    4 weeks ago

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

    Job SummaryWe are seeking a skilled Associate to join our team at Royal Bank of Canada, working closely with Investment Advisors to deliver exceptional client service and support the growth of our wealth management business.Key ResponsibilitiesProvide world-class primary service contact for clients, ensuring their needs are met and they are satisfied with...

  • Financial Services Professional

    1 month ago

    Guelph, Ontario, Canada Meridian Credit Union Ltd Full time

    Financial Services RoleMeridian Credit Union Ltd is seeking a highly skilled and experienced Financial Services Professional to join our team. As a key member of our branch sales team, you will be responsible for providing exceptional service to our members, understanding their financial needs, and offering tailored advice and recommendations to meet their...

  • Financial Services Representative

    1 month ago

    Guelph, Ontario, Canada goeasy Ltd. Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Service Representative. As a key member of our sales team, you will be responsible for generating sales and managing overdue accounts through direct engagement with customers.Key ResponsibilitiesBuild superior customer sales experiences by...

  • Customer Service Associate

    1 month ago

    Guelph, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a Customer Service Associate to join our team at beBee Professionals in Guelph. In this role, you will be responsible for taking customer orders, preparing food items, and ensuring excellent customer service at our food counter.Key Responsibilities:Taking customer orders efficiently and accurately.Preparing food items according to customer...

  • Customer Service Associate

    1 month ago

    Guelph, Ontario, Canada beBee Professionals Full time $35,000 - $55,000

    We are seeking a Customer Service Associate to provide exceptional service to our customers in our Guelph store. Key responsibilities include greeting and assisting customers, maintaining product knowledge, and processing transactions.Key Responsibilities:Greet and assist customers with their purchases.Maintain knowledge of products and promotions to provide...

  • Wealth Management Associate

    1 month ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can utilize your client relationship skills? Skyline Wealth Management, a division of the Skyline Group of Companies, is seeking a passionate and driven candidate for the position of a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers...

  • Associate - Wealth Management Professional

    1 week ago

    Guelph, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionWealth Management AssociateThe Elinesky Schuett Private Wealth team of RBC Dominion Securities is seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a key member of our team, you will work closely with our Investment Advisors and Client Experience Associates to deliver exceptional client service and...

  • Food Service Associate

    1 month ago

    Guelph, Ontario, Canada Dexterra Group Full time

    Job Title: Food Service AssociateAbout the Role:We are seeking a highly motivated and customer-focused Food Service Associate to join our team at Dexterra Group. As a key member of our culinary team, you will be responsible for providing exceptional customer service and ensuring a seamless dining experience for our clients.Key Responsibilities:Prepare and...

  • Food Service Associate

    4 weeks ago

    Guelph, Ontario, Canada New York Fries Full time

    Job Summary: We are seeking a highly motivated and detail-oriented Food Service Associate to join our team at New York Fries. As a Food Service Associate, you will be responsible for providing exceptional customer service, preparing and serving food, and maintaining a clean and safe work environment.Key Responsibilities:Prepare and serve food to customers in...

  • Investment Solutions Associate

    2 weeks ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    About this role:We are seeking a highly motivated and customer-focused individual to join our Wealth Management team as an Associate, Wealth Solutions. This full-time position will be located at our Head Office in Guelph, ON.Job Description:The Associate, Wealth Solutions is responsible for acting as a point of contact for all inquiries from Skyline Wealth...

  • Senior Financial Services Professional

    1 week ago

    Guelph, Ontario, Canada Meridian Credit Union Ltd Full time

    Are you a motivated and experienced professional seeking a challenging role in the financial services industry?About the OpportunityWe are seeking a Senior Financial Services Professional to join our team at Meridian Credit Union Ltd. This is an exciting opportunity for someone with a strong background in sales and customer service to contribute to our...