Investment Advisor Associate

1 month ago

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

Job Opportunity:

RBC Dominion Securities Inc. is seeking an experienced professional to provide administrative support to a successful Advisory Team. As an Investment Advisor Associate, you will play a crucial role in delivering exceptional client service and deepening relationships with existing clients.

Key Responsibilities:

  • Coordinate and prepare meetings for Advisors with their clients/prospects.
  • Provide proactive client service with a focus on problem resolution and attention to details.
  • Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
  • Assist the Advisor team with client onboarding.
  • Help manage incoming communications from clients, Advisors, and other internal and external partners.
  • Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
  • Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements.
  • Help update team's communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
  • Follow up on client trades to ensure proper settlement and delivery.
  • Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

Requirements:

  • Candidate must have Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
  • Strong Microsoft Office Suite skills.
  • High level of time management and organization skills.
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients.
  • Exceptional verbal and written communication skills in English.

What We Offer:

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, progressive, 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 provides a wide range of financial products and services to individuals, businesses, and institutions. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

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