Financial Services Associate

4 weeks ago

Toronto, Ontario, Canada Royal Bank of Canada Full time

Embark on a rewarding career with the Royal Bank of Canada as a Financial Services Associate in our dynamic Wealth Management team based in Toronto. This role offers an exciting opportunity to join a leading investment and wealth management firm that consistently ranks #1 in Canada.

We are seeking a resourceful, efficient, and collaborative individual who is passionate about providing exceptional service and support to our clients and Advisor team. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

This is a full-time position offering a competitive salary of $70,000-$80,000 per year, depending on experience, plus benefits, commissions, and stock where applicable. We offer a comprehensive Total Rewards Program that includes bonuses, flexible benefits, and a world-class training program in financial services.

Responsibilities include:

  • Maintaining existing client accounts and identifying opportunities to contact clients
  • Responding to client inquiries in an understanding and time-efficient manner
  • Tapping into your superior problem resolution skills to provide proactive client service
  • Effectively managing incoming communications from clients, Advisors, and other internal and external partners

You will be responsible for working collaboratively with various departments to provide smooth and timely solutions. You will also assist the Advisor team in welcoming and onboarding new clients, leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects, and become well-versed in internal controls and industry regulatory requirements.

To succeed in this role, you must have:

  • A 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
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

If you possess knowledge of RBC Dominion Securities' systems and procedures, or have experience in the securities industry, it is considered an asset. We strive to provide an accessible candidate experience for our prospective employees with different abilities, so please let us know if you need any accommodations during the recruitment process.

About Us

The Royal Bank of Canada is 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.

Salary: $70,000-$80,000 per year, depending on experience

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