Associate

Job Description

What is the opportunity?

With C$217 billion in assets under administration, RBC Dominion Securities is the Canadian leader in wealth management for affluent and high net worth investors, on both a discretionary and non-discretionary basis. While investment management is the core offering, our 1,500 investment professionals also provide a full scope of wealth management advice and solutions, such as insurance, retirement, estate and tax planning and charitable giving to help our clients preserve, grow and transfer their wealth to succeeding generations.

The RBC Dominion Securities Branch located in Campbell River, BC is looking for a licensed Associate to join the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional manner. The ideal candidate should have at least one year experience in the investment field working as an assistant/associate and be fully IDA licensed.

This is a 1 year maternity leave coverage with the possibility of being made permanent.

Key Accountabilities:

Client Service:

• Input and follow-up on client orders as directed by IA's
• Meet and greet prospects and clients
• Investigate and follow-up on all client inquiries
• Utilize contact management system for all necessary follow up

Administrative:

• Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate
• Follow-up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
• Maintain client files
• Ensure clients' accurate and timely completion of all necessary documentation and forward to appropriate Branch contact
• Utilize contact management system for daily task management
• Documentation & New Accounts Openings
• Research

Clerical:

• Print reports and distribute them accordingly
• Faxing and photocopying
• Word processing

What do you need to succeed?

• Ability to prioritize daily tasks
• Ensure daily communication with your Investment Advisors
• Ability to deliver results with shifting priorities
• Ability to deal with varying personalities with internal and external clients

Knowledge/Experience:

• CSC & CPH is required
• Excellent command of English language
• Good telephone manner
• Strong customer service
• Excellent organizational skills
• Ability to successfully multi-task
• Strong Microsoft Office skills
• Knowledge of the firm's operations, policies and procedures regarding client accounts, including internal control policies (preferred)

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial service

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate's experience, skills,  registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $40,000 - $45,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC's high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

1260 SHOPPERS ROW:CAMPBELL RIVER

City:

Campbell River

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

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 believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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