Executive Associate

2 days ago

Richmond Hill, Ontario, Canada Royal Bank of Canada Full time
About Royal Bank of Canada

Royal Bank of Canada is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. Our collaborative, supportive culture enables success at every level and equips us to help our clients achieve their financial goals.

Salary

Our comprehensive Total Rewards Program includes bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable, with an estimated annual salary range of $80,000 to $110,000.

About the Role

We are seeking a high-performing, resourceful, and collaborative individual to join our Executive Council Team as an Executive Associate. In this role, you will provide ongoing, exceptional service and support to our clients and our Advisor team, helping us deepen existing relationships and welcome new clients to the firm.

Key Responsibilities:
  • Maintain existing client accounts and identify opportunities to contact clients, managing timelines and key dates for accounts to ensure clients feel supported by our team.
  • Respond to client inquiries in an understanding and time-efficient manner, including account transactions, requests, account documentation, and account reporting.
  • Effectively manage incoming communications from clients, Advisors, and other internal and external partners.
  • 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.
  • Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date, and compliant.
Requirements

To succeed in this role, you must possess the following skills and qualifications:

Must-have Skills:
  • Demonstrated skills in providing world-class client service that is professional, warm, and friendly to our clients.
  • Exceptional verbal and written communication skills.
  • Undergraduate degree with a competitive GPA.
  • Candidates must also have 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.
Nice-to-have Skills:
  • MBA or Graduate degree in finance/economics.
  • CFA designation or enrollment in CFA program.
  • Strong extracurricular activities.
  • Experience in the securities industry is an asset.
  • Cantonese and Mandarin language skills.
Why Join Us?

We thrive on the challenge to be our best, think progressively to keep growing, and work together to deliver trusted advice that helps our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual.

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