Associate

1 week ago

Stratford, Canada Royal Bank of Canada Full time

**Job Summary** **What is the opportunity?**: RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them. The RBC Dominion Securities branch located in “Stratford - Scrimgeour & Graham Wealth management Group” is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate. **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. - Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects. **What do you need to succeed?** **Must-have** - Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) or willingness to be licensed right away - 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 in English and

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