Financial Services Associate

2 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.

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