RBC Financial Services Professional
1 week ago
Company Overview
At RBC Dominion Securities Inc., we are committed to providing exceptional client service and building long-lasting relationships with our clients. Our team of dedicated professionals is passionate about helping individuals and families achieve their financial goals.
Salary
The estimated annual salary for this role is approximately $60,000-$80,000 CAD, based on industry standards and the location in Richmond Hill.
Job Description
As an Associate at RBC Dominion Securities Inc., you will play a vital role in providing administrative support to our Advisory Team. Your primary responsibilities will include coordinating meetings, managing client communications, and maintaining accurate records. You will work closely with the Advisor Team to ensure seamless delivery of services to our clients.
Key Responsibilities:
- Coordinate and prepare meetings for Advisors with clients and prospects
- Provide proactive client service with a focus on problem resolution and attention to detail
- 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
- Help update team communication channels, including websites and social media
Required Skills and Qualifications
To succeed in this role, you will need to possess strong Microsoft Office Suite skills, excellent time management and organization skills, and exceptional verbal and written communication skills in English. A Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification is also required. If unlicensed, you will be required to complete the IIROC licensing courses within 9 months of employment commencement.
Benefits
As an Associate at RBC Dominion Securities Inc., you can expect a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. We also offer a world-class training program in financial services, allowing you to develop your skills and advance your career.
Others
If you are a motivated and organized individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity. Join our dynamic team and contribute to the success of RBC Dominion Securities Inc.
-
Financial Services Professional
1 week ago
Richmond Hill, Ontario, Canada Royal Bank of Canada> Full timeCompany Overview:Royal Bank of Canada is a leading relationship-focused investment and wealth management firm in Canada, consistently ranking #1. We value our collaborative and supportive culture, which enables success at every level and empowers us to help clients achieve their financial goals.The RBC Dominion Securities branch in Richmond Hill is seeking a...
-
Strategic Financial Consultant
1 week ago
Richmond Hill, Ontario, Canada RBC Dominion Securities Inc. Full timeCompany OverviewRBC Dominion Securities Inc. is a leading financial institution that provides innovative solutions to help individuals and businesses achieve their financial goals. Our team of experts is committed to delivering exceptional service and building long-term relationships with our clients.SalaryThe estimated salary for this role is $80,000 -...
-
Financial Services Professional
2 weeks ago
Richmond Hill, Ontario, Canada Royal Bank of Canada> Full timeWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at the Royal Bank of Canada. In this role, you will have the opportunity to work with high-net-worth individuals, families, and business owners to provide customized wealth management solutions.As an Investment Advisor, you will be responsible for building...
-
Investment Advisor
1 month ago
Richmond Hill, Ontario, Canada RBC Dominion Securities Inc. Full timeJob Opportunity at RBC Dominion Securities Inc.As a Financial Services Professional at RBC Dominion Securities Inc., you will have the opportunity to help your clients reach their financial goals while building a successful career. Our team is dedicated to providing exceptional service and support to our clients, and we are looking for talented individuals...
-
RBC Investment Expert
2 weeks ago
Richmond Hill, Ontario, Canada Royal Bank of Canada> Full timeRoyal Bank of Canada Investment Advisor OpportunityWe are seeking an experienced Investment Advisor to join our team at Royal Bank of Canada in Richmond Hill, Ontario.About the RoleAs an Investment Advisor, you will play a key role in helping your clients achieve their financial goals by providing personalized investment advice and guidance. You will be...
-
Investment Advisor
4 weeks ago
Richmond Hill, Ontario, Canada RBC Dominion Securities Inc. Full timeJob Title: Investment Advisor - Wealth Management ExpertAbout the Role:As an Investment Advisor at RBC Dominion Securities, you will play a key role in helping clients achieve their financial goals. You will be responsible for building and maintaining client relationships, providing financial advice, and creating customized investment plans.Key...
-
Business Development Manager
2 weeks ago
Richmond Hill, Ontario, Canada RBC Dominion Securities Inc. Full timeCompany OverviewRBC Dominion Securities Inc. is a leading financial services company that provides investment and wealth management solutions to high-net-worth individuals, families, and businesses.
-
Administrative Support Associate
4 weeks ago
Richmond Hill, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. is seeking a skilled professional to provide administrative support to a successful Advisory Team. As an Administrative Support Associate, you will play a vital role in delivering exceptional client service and helping deepen relationships with existing clients.Key ResponsibilitiesCoordinate and prepare meetings...
-
Financial Services Professional
3 weeks ago
Richmond Hill, Ontario, Canada Canadian Imperial Bank of Commerce Full timeJob Title: Financial Services ProfessionalWe're seeking a skilled Financial Services Professional to join our team at CIBC. As a member of our Imperial Service Team, you'll partner with Financial Advisors to help high-value clients secure their futures and set up their businesses.Key Responsibilities:Provide administrative and client support to seek business...
-
Administrative Support Specialist
4 weeks ago
Richmond Hill, Ontario, Canada RBC Dominion Securities Inc. Full timeJob OpportunityRBC Dominion Securities Inc. is seeking an Administrative Support Specialist to provide high-quality client service and support to a successful Advisory Team.Key ResponsibilitiesCoordinate and prepare meetings for Advisors with clients and prospects.Provide proactive client service with a focus on problem resolution and attention to...
-
RBC Wealth Management Associate
4 weeks ago
Richmond Hill, Ontario, Canada Royal Bank of Canada Full timeWe are seeking a highly skilled Client Relationship Manager to join our RBC Wealth Management team in Richmond Hill.As a Client Relationship Manager, you will play a critical role in maintaining existing client relationships and welcoming new clients to our firm. You will be responsible for managing client accounts, ensuring account administration and...
-
Financial Services Professional
1 week ago
Richmond Hill, Ontario, Canada Scotiabank Full timeAt Scotiabank, we're committed to helping our customers build their futures. As a Senior Financial Advisor, you'll play a critical role in providing exceptional service and support to our clients.About the RoleOur Senior Financial Advisors are customer-centric and able to connect with people in a relatable way. They take a proactive approach to discovering...
-
Financial Services Professional
4 weeks ago
Richmond Hill, Ontario, Canada CIBC Full timeAbout the RoleWe're seeking a talented Financial Advisor to join our team at CIBC. As a member of our Imperial Service Team, you'll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service.Key ResponsibilitiesClient Engagement: Focus on each client experience and connect on a...
-
Investment Advisor
4 weeks ago
Richmond Hill, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionUnlock your potential as a Financial Planning and Portfolio Management Professional at RBCAs a Financial Planning and Portfolio Management Professional at RBC, you will have the opportunity to help your clients achieve their financial goals while building a successful career. You will work closely with high-net-worth individuals,...
-
Senior Financial Planning Specialist
1 week ago
Richmond Hill, Ontario, Canada SRCO Professional Corporation Full timeAbout SRCO Professional CorporationAt SRCO Professional Corporation, we offer a unique opportunity to excel in the field of financial services. As a leading provider of accounting and financial solutions, we are dedicated to delivering exceptional results for our clients.
-
Financial Services Analyst Professional
2 weeks ago
Richmond Hill, Ontario, Canada Jobgenix Full timeJob OverviewAs a Financial Services Analyst at Jobgenix, you will play a key role in delivering high-quality financial services to our clients. We are seeking an experienced and skilled professional with strong analytical and problem-solving skills to join our team.About the RoleThe successful candidate will be responsible for providing technical expertise...
-
Financial Services Professional
1 month ago
Richmond Hill, Ontario, Canada Meridian Credit Union Ltd Full timeFinancial Services Associate - Full TimeJob Category: RetailRequisition Number: FINAN005576Location: Richmond Hill, ONAt Meridian Credit Union Ltd, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them...
-
Senior Financial Planning Manager
1 week ago
Richmond Hill, Ontario, Canada SRCO Professional Corporation Full timeCompany OverviewWe are SRCO Professional Corporation, a leading financial services company dedicated to providing expert advice and solutions to our clients. Our team is passionate about delivering exceptional results and building long-term relationships.Job DescriptionAs a Senior Financial Planning Manager at SRCO Professional Corporation, you will play a...
-
Financial Planning and Accounting Manager
2 weeks ago
Richmond Hill, Ontario, Canada SRCO Professional Corporation Full timeJob OverviewWe are seeking a highly skilled Financial Planning and Accounting Manager to join our team at SRCO Professional Corporation.Salary and BenefitsThe estimated salary for this position is $85,000 - $110,000 per year, depending on experience. The company offers a comprehensive benefits package, including dental plan, health care plan, vision care...
-
Financial Professional
1 month ago
Richmond Hill, Ontario, Canada CBON Cosmetics Brands Of North America Inc.] Full timeOverview of the RoleAt CBON Cosmetics Brands Of North America Inc., we are seeking a skilled Financial Professional to join our team. The ideal candidate will have a strong background in accounting and financial management.Key ResponsibilitiesThe Accounting Specialist will be responsible for maintaining accurate financial records, preparing financial...