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Financial Services Associate

2 months ago

Abbotsford, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled and motivated Associate to join our team in Abbotsford. As a key member of our advisory team, you will be responsible for providing exceptional client service and supporting the growth of our business.

Key Responsibilities
  • Provide professional servicing of client contacts, including telephone and email interactions
  • Support Investment Advisors in general administrative duties related to client accounts
  • Assist in the preparation of client reviews and presentations
  • Request information and documentation from clients to maintain accurate client files
  • Follow up on client trades to ensure timely settlement and delivery
  • Monitor pending transfers to ensure completion
Requirements
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification
  • Strong Microsoft Office Suite skills
  • Meticulous attention to detail and excellent time management skills
  • Exceptional verbal and written communication skills in English
  • Previous experience in the wealth management industry
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits
  • Leaders who support your development through coaching and managing opportunities
  • The ability to make a lasting impact in a dynamic and collaborative team
  • A world-class training program in financial services
Compensation

The expected base salary range for this position is $37,500 - $45,000, depending on experience, skills, and registration status. You also have the potential to earn more through our discretionary bonus program.