Financial Services Associate
1 week ago
The Elinesky Schuett Private Wealth team of RBC Dominion Securities is one of the largest and fastest-growing advisor teams in Canada. Our mission is to make lives better through a people-first approach to wealth management, delivering a world-class investment management, wealth management, and client service experience.
Job SummaryThis entrepreneurial role offers an exciting opportunity to work with experienced Associates, Advisors, and Financial Planners in a dynamic environment. You will be part of a high-performing team that delivers complex solutions for high net worth clients, fostering innovation, creativity, collaboration, and diversity.
Estimated SalaryThe estimated annual salary for this role is $85,000, based on industry standards for similar positions in Guelph, Ontario.
Key ResponsibilitiesThis role involves working closely with other team members to deliver exceptional client service, account administration, and wealth management support. Key responsibilities include:
- Providing WORLD-CLASS PRIMARY SERVICE CONTACT to ensure clients are overly satisfied with our service levels
- Driving our CONTACT SERVICE PLAN by partnering with Investment Advisors and Client Experience Associates to support and track client service plans
- Executing a world-class account opening, setup, and onboarding experience in-person and digitally
- Supporting and executing all day-to-day, seasonal, and ad-hoc account administration and reporting for clients
- Developing and cross-training service knowledge by learning from complex client scenarios and sharing best practices with the team
To succeed in this role, you will need:
- 3+ years of experience as an Associate
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Demonstrated skills in providing world-class client service
- Meticulous attention to detail, strong organizational skills, and excellent time management
- Demonstrated professionalism and ability to manage highly confidential information
- Exceptional verbal and written communication skills
We offer competitive base salary and variable performance bonuses, comprehensive health benefits, matching employee savings programs, participation in the RBC Pension program, and a world-class training program in financial services. Enjoy a hybrid work environment with vibrant office culture, flexible vacation, personal, sick, and flex day policies, fun team events, and social activities.
Why Choose Us?At Royal Bank of Canada, we value diversity and inclusion, creating an equitable workplace where employees can bring their true selves to work. We strive to provide an accessible candidate experience and equal opportunities for growth and development.
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