Financial Services Professional

3 weeks ago


Surrey, British Columbia, Canada RBC Dominion Securities Inc. Full time

Job Description

RBC Dominion Securities Inc. is seeking a skilled and detail-oriented professional to join their team as a Financial Services Specialist. This role will provide exceptional client service and support to investment advisors and clients, ensuring seamless account management and administration.

Key Responsibilities:

  • Maintain accurate and up-to-date client account information, including investment portfolios and trade activity.
  • Respond promptly to client inquiries and requests, resolving issues in a timely and professional manner.
  • Collaborate with investment advisors to identify opportunities for client growth and wealth management.
  • Ensure compliance with regulatory requirements and internal policies, maintaining accurate records and documentation.
  • Develop and maintain strong relationships with clients, providing exceptional service and support to meet their needs.

Requirements:

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certifications.
  • Strong analytical and problem-solving skills, with excellent attention to detail.
  • Proficiency in Microsoft Office Suite and other business applications.
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.

What We Offer:

RBC Dominion Securities Inc. offers a comprehensive compensation package, including a competitive salary, bonuses, and benefits. As a valued member of our team, you will have opportunities for professional growth and development, as well as the chance to make a meaningful contribution to our clients' financial success.



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