Associate - Financial Services Professional

6 days ago


Toronto, Ontario, Canada Royal Bank of Canada> Full time
About the Role

We are seeking a highly motivated and detail-oriented Associate to join our team at Royal Bank of Canada. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and support to our clients and advisors.

Key Responsibilities
  • Maintain accurate and up-to-date client records and account information.
  • Respond to client inquiries in a timely and professional manner.
  • Assist advisors in managing client portfolios and wealth management planning opportunities.
  • Coordinate and prepare meetings for advisors with clients and prospects.
  • Ensure compliance with internal controls and industry regulatory requirements.
  • Provide administrative support to the advisor team.
Requirements
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification.
  • Strong skills in business applications and technology, including Microsoft Office Suite.
  • Excellent time management and organization skills.
  • Exceptional verbal and written communication skills.
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • A dynamic and collaborative work environment.
  • A world-class training program in financial services.
Why Join Us

At Royal Bank of Canada, 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.



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