Associate
2 weeks ago
Job Description
What is the opportunity?
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
The Guelph RBC Dominion Securities branch is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.
What will you do?
- Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
- Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
- 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.
- Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
- Follow up on client trades to ensure proper settlement and delivery
- Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.
Must 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
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication skills
- Knowledge of RBC Dominion Securities’ systems and procedures
- Experience in the securities industry is an asset
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help 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. You will also benefit from:
- 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
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details
Address:
42 WYNDHAM ST N:GUELPH
City:
GUELPH
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-11-19
Application Deadline:
2024-12-04
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com
-
Associate
7 months ago
Guelph, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** If you want to jump into an entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced Associates, Advisors, and Financial Planners in the country, then you should definitely read on! The Elinesky Schuett Private Wealth team of RBC Dominion...
-
Associate
2 months ago
Guelph, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** If you want to jump into an entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced Associates, Advisors, and Financial Planners in the country, then you should definitely read on! The Elinesky Schuett Private Wealth team of RBC Dominion...
-
Behaviour Associate
4 days ago
Guelph, Canada Barrantes & Associates Inc. Full time**Celebrating Difference. Supporting Individuals.** **Barrantes & Associates Inc.** is a multiservice organization. We maintain a person-centered, evidence based, and trauma informed practice. Our team creates and implements personalized programming (i.e., rehabilitation, respite, behaviour, and supervision) for individuals and families with individualized...
-
Deli Associate
3 months ago
Guelph, Canada Walmart Canada Full time**Position Summary... **:Working as a Deli Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Deli Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the deli area, and assists with stocking and the sale of goods. If you are looking for an exciting...
-
Fashion Associate
4 weeks ago
Guelph, Canada Walmart Canada Full time**Position Summary... **:Working as a Fashion Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Fashion Associate is a customer service champion that processes and stocks all fashion merchandise and maintains merchandise standards, including modular and signage integrity, all in a safe and clean environment. This...
-
Grocery Associate
3 months ago
Guelph, Canada Walmart Canada Full time**Position Summary... **:Working as a Grocery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Grocery Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the grocery area, and assists with stocking and the sale of goods. If you are looking for an...
-
Consumables Associate
3 months ago
Guelph, Canada Walmart Canada Full time**Position Summary... **:Working as a Consumables Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Consumables Associate is a customer service champion that contributes to the high-volume, fast-paced flow of merchandise from the backroom to the salesfloor. This Associate will function as part of a team to stock...
-
Sales Associate
6 months ago
Guelph, Canada Ricki's Full time**Ricki's** **SALES ASSOCIATE** **Stone Road Mall Guelph, Ontario** **PART TIME** As a Sales Associate with Ricki’s you’ll be responsible for creating an exceptional brand experience for our customers shopping with us in store. We’re looking for passionate brand ambassadors who have a passion for fashion! **What You’ll Love** - Expand your...
-
Sales Associate
6 months ago
Guelph, Canada Ricki's Full time**RICKI'S** **SALES ASSOCIATE** **STONE ROAD MALL, GUELPH, ONTARIO** **PART TIME** As a Sales Associate with Ricki’s you’ll be responsible for creating an exceptional brand experience for our customers shopping with us in store. We’re looking for passionate brand ambassadors who have a passion for fashion! **What You’ll Love** - Expand your...
-
Bakery Associate
6 months ago
Guelph, Canada Walmart Canada Full time**Position Summary... **:Working as a Bakery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Bakery Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the bakery area, and assists with stocking and the sale of goods. If you are looking for an...
-
Sales Associate
6 months ago
Guelph, Canada Ricki's and Cleo Full time**RICKI'S/CLEO** **SALES ASSOCIATE** **GUELPH POWER CENTRE - GUELPH, ON** **PART TIME** As a Sales Associate with Ricki’s and cleo you’ll be responsible for creating an exceptional brand experience for our customers shopping with us in store. We’re looking for passionate brand ambassadors who have a passion for fashion! **What You’ll Love** -...
-
Sales Associate
7 months ago
Guelph, Canada Ricki's Full time**RICKI’S / CLEO** **SALES ASSOCIATE** **GUELPH POWER CENTRE** **PART TIME** As a Sales Associate with Ricki’s and cleo you’ll be responsible for creating an exceptional brand experience for our customers shopping with us in store. We’re looking for passionate brand ambassadors who have a passion for fashion! **What You’ll Love** - Expand your...
-
Sales Associate
4 months ago
Guelph, Canada Ricki's and Cleo Full time**RICKI'S/CLEO** **SALES ASSOCIATE** **GUELPH POWER CENTRE - GUELPH, ON** **PART TIME** As a Sales Associate with Ricki’s and cleo you’ll be responsible for creating an exceptional brand experience for our customers shopping with us in store. We’re looking for passionate brand ambassadors who have a passion for fashion! **What You’ll Love** -...
-
Behaviour Associate
1 month ago
Guelph, Canada Barrantes & Associates Inc. Full time**Celebrating Difference. Supporting Individuals.** **Barrantes & Associates Inc.** is a multiservice organization. We maintain a person-centered, evidence based, and trauma informed practice. Our team creates and implements personalized programming (i.e., rehabilitation, respite, behaviour, and supervision) for individuals and families with individualized...
-
Behaviour Associate
4 weeks ago
Guelph, Canada Barrantes & Associates Inc. Full time**Celebrating Difference. Supporting Individuals.** **Barrantes & Associates Inc.** is a multiservice organization. We maintain a person-centered, evidence based, and trauma informed practice. Our team creates and implements personalized programming (i.e., rehabilitation, respite, behaviour, and supervision) for individuals and families with individualized...
-
Overnight Associate
7 months ago
Guelph, Canada Walmart Canada Full time**Position Summary... **:To provide customer service by completing assigned tasks relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing of merchandise all in a safe and clean environment. This Associate will function as part...
-
Accounting Associate
7 months ago
Guelph, Canada RLB LLP Full timeOur client in **Guelph**, **Van Harten Surveying Inc.**, is looking for an **Accounting Associate** to join their team! Reporting to the Accounting Lead, the Accounting Associate works efficiently with detailed financial information to facilitate accurate and complete financial records and reports. To ensure success, the Accounting Associate is analytical,...
-
Sales Associate
4 months ago
Guelph, Canada The UPS Store Canada Full timeWe are seeking a Retail Sales associate to become an integral part of our team in The UPS Store at Walmart/Guelph. We are multi-location business which is growing fast and spreading out to other Walmart locations in GTA. By this job post, we're looking primarily for people who live in Guelph. The schedule could be 20-40 hours per week and must be available...
-
Sales Associate
7 months ago
Guelph, Canada 7-Eleven, Inc. Full timeOverview: The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, customer-friendly environment; stock and merchandise products; and, naturally, operate...
-
Sales Associate
6 months ago
Guelph, Canada 7-Eleven, Inc. Full timeOverview: The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, customer-friendly environment; stock and merchandise products; and, naturally, operate...