Associate - Financial Services

2 weeks ago

Sherbrooke, Quebec, Canada RBC Dominion Securities Inc. Full time

Job Opportunity:

RBC Dominion Securities Inc. is seeking a highly skilled and detail-oriented individual to join our team as an Associate. This role will provide exceptional client service and support to our Investment Advisors, ensuring seamless day-to-day operations and contributing to the growth of our business.

Key Responsibilities:

  • Provide professional servicing of client inquiries and requests, ensuring timely and accurate responses.
  • Support Investment Advisors in administrative duties, including client account management and review preparation.
  • Assist in the preparation of client reviews and presentations, ensuring high-quality deliverables.
  • Request and obtain necessary information and documentation from clients to maintain accurate client files.
  • Coordinate meetings and events for Investment Advisors, including printing and distributing reports.
  • Monitor and ensure timely completion of pending transfers.

Requirements:

  • Bilingualism (English and French) is required, as you will interact with clients and partners across Canada.
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) are mandatory.
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook) is essential.
  • Meticulous attention to detail and excellent time management skills are required.
  • Demonstrated skills in providing world-class client service are essential.

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 difference and lasting impact.
  • A dynamic, collaborative, and high-performing team environment.
  • A world-class training program in financial services.

About Us:

RBC Dominion Securities Inc. is a leading financial services company committed to delivering trusted advice and exceptional client service. We thrive on innovation, progressive thinking, and teamwork to help our clients and communities thrive.

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