Financial Services Associate

2 weeks ago

Richmond Hill, Ontario, Canada Royal Bank of Canada Full time
Job Summary

At Royal Bank of Canada, we are seeking a highly skilled and dedicated individual to join our team as a Financial Services Associate. This role is a fantastic opportunity for someone who is passionate about delivering exceptional client service and is looking to grow their career in the financial services industry.

Key Responsibilities
  • Maintain existing client relationships and identify opportunities to deepen these relationships.
  • Respond to client inquiries in a timely and professional manner.
  • Effectively manage incoming communications from clients, advisors, and other internal and external partners.
  • Assist the advisor team in welcoming and onboarding new clients.
  • Coordinate and prepare meetings for advisors with their clients and prospects.
  • Ensure client files and other necessary documentation is accurate, up-to-date, and compliant.
Requirements
  • Demonstrated skills in providing world-class client service.
  • Exceptional verbal and written communication skills.
  • Undergraduate degree with a competitive GPA.
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
  • Strong skills working with business applications/technology, including Microsoft Office Suite.
  • High-quality time management and organization skills.
What We Offer
  • A comprehensive Total Rewards Program including bonuses and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • An opportunity to make a difference and have a lasting impact on the lives of others.
  • Work in a dynamic, collaborative, progressive, and high-performing team.

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