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Associate - Financial Services Professional
2 months ago
About the Role
We are seeking a highly skilled and motivated individual to join our team as an Associate in our Wealth Management division. As an Associate, you will play a key role in providing exceptional client service and support to our clients and Advisor team.
Key Responsibilities
- Maintain existing client relationships and identify opportunities to contact clients to provide proactive service and support.
- Respond to client inquiries in a timely and professional manner, ensuring that all client needs are met.
- Collaborate with the Advisor team to welcome and onboard new clients, ensuring a seamless and efficient onboarding process.
- Assist in the preparation of meetings for Advisors with their clients/prospects, leveraging your knowledge of financial services and industry trends.
- Stay up-to-date on internal controls and industry regulatory requirements, ensuring that client files and documentation are accurate and compliant.
- Support the Advisor team in managing client portfolios and wealth management planning opportunities.
- Develop and maintain strong relationships with clients, Advisors, and internal stakeholders to ensure a high level of client satisfaction.
Requirements
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification.
- Strong skills in business applications/technology, including Microsoft Office Suite.
- Excellent time management and organization skills, with the ability to prioritize tasks and meet deadlines.
- Demonstrated skills in providing world-class client service, with a focus on professionalism, warmth, and friendliness.
What We Offer
- A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
- Leaders who support your development through coaching and managing opportunities.
- An opportunity to make a difference and have a lasting impact on the lives of others.
- A dynamic, collaborative, progressive, and high-performing team environment.
- A world-class training program in financial services.
About Us
The Royal Bank of Canada is a leading financial institution with a long history of innovation and excellence. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
