Financial Services Associate

6 days ago

Toronto, Ontario, Canada Royal Bank of Canada Full time

About the Role: We are seeking an experienced Financial Services Associate to provide exceptional client support and play a key role in deepening relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

About the Job:

The RBC Dominion Securities branch located at Yonge and Eglinton is looking for a highly skilled and motivated individual to join their team as a Financial Services Associate. As a key member of the Advisor Team, you will be responsible for providing quality client service, coordinating meetings, and assisting with client onboarding.

About You:

To succeed in this role, you must have a strong understanding of financial services, excellent communication skills, and the ability to work effectively in a fast-paced environment. A Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification is required, and experience in the securities industry is an asset.

Responsibilities:

  • Provide proactive client service with a focus on problem resolution and attention to details
  • Coordinate and prepare meetings for the Advisor with their clients/prospects
  • Assist with client onboarding and manage incoming communications from clients, Advisors, and other internal and external partners
  • Maintain existing client accounts and identify opportunities to contact clients
  • Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements

What We Offer:

We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our team thrives on progressive thinking, making a difference, and achieving success that is mutual. We prioritize employee development through coaching and managing opportunities.

Location: This role is based in Toronto, Ontario, Canada. The salary range for this position is $60,000-$80,000 per annum, depending on qualifications and experience. Please note that this figure is an estimate and may vary based on the company's policies and practices.

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