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Financial Services Associate

2 months ago

Hamilton, Ontario, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly skilled and motivated Associate to join our advisory team in Hamilton, Canada. As a key member of our team, you will be responsible for providing exceptional client service, administrative support, and contributing to the growth of our business.

Key Responsibilities
  • Provide professional servicing of client contacts, including telephone and email interactions
  • Support Investment Advisors in administrative duties, such as managing client accounts and preparing client reviews
  • Request information and documentation from clients to maintain accurate client files
  • Monitor client trades and ensure timely completion of pending transfers
Requirements
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification
  • Strong Microsoft Office Suite skills and attention to detail
  • Excellent verbal and written communication skills in English
  • Meticulous time management skills and ability to work in a fast-paced environment
What We Offer
  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation
  • Leadership development opportunities and coaching
  • A dynamic and collaborative work environment
  • A world-class training program in financial services
Additional Information

We are an equal opportunity employer and welcome applications from diverse candidates. If you require accommodations during the recruitment process, please let us know.

We are committed to building an inclusive and equitable workplace where employees can bring their true selves to work.