Financial Services Associate
3 weeks ago
RBC Dominion Securities Inc. is a leading investment and wealth management firm in Canada, consistently ranking #1 in the country. Our collaborative culture enables success at every level and equips us to help our clients achieve their financial goals.
Job OverviewThe RBC Dominion Securities Main Vancouver branch is seeking an experienced professional to join our advisory team as a Financial Services Associate. In this role, you will be responsible for providing exceptional service to our sophisticated clientele, growing the business by taking care of administrative duties related to client accounts, and responding to client inquiries.
Key Responsibilities- Provide professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
- Support Investment Advisors in general administrative duties in the management of client accounts
- Assist Investment Advisors in preparing client reviews and presentations
- Request information and documentation from clients to open accounts and keep client files up-to-date
- Follow up on client trades to ensure proper settlement and delivery
- Monitor all pending transfers to ensure completion on a timely basis
To succeed in this role, you must have:
- Certification in Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong Microsoft Office Suite skills
- Meticulous attention to detail and excellent time management skills
- Demonstrated skills in providing world-class client service that comes across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication skills in English & Mandarin or Cantonese
- Wealth Management Experience
We are looking for candidates with:
- Knowledge of RBC Dominion Securities' systems and procedures
- Minimum of 2 years of experience in the securities industry
- Enthusiastic, committed, and entrepreneurial spirit
RBC Dominion Securities offers a comprehensive Total Rewards Program, including:
- Bonuses and flexible benefits
- Competitive compensation and commissions
- Stock options where applicable
- A dynamic, collaborative, and high-performing team environment
- A world-class training program in financial services
The expected base salary range for this position is $37,500 - $45,000, depending on your experience, skills, and registration status. You also have the potential to earn considerably more through RBC's robust discretionary bonus program, which gives you an opportunity to increase your total compensation based on business performance and individual goals.
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