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Associate

2 weeks ago

Belleville, Ontario, Canada RBC Full time $60,000 - $90,000 per year

Job Description

What is the opportunity?

Lisa Thompson Family Wealth is a well-established and successful Wealth Management Practice in Belleville, Ontario. We have the privilege of serving an amazing group of high-net-worth families. We work hard, we treat clients the way we would like to be treated and we don't take our responsibility for granted. We genuinely care about making a real difference in the lives of our clients and we strive each and every day to make that happen.

We are looking for an experienced, highly personable, growth oriented individual to join our team. The candidate that will thrive in this role will be service oriented, a supportive team player with a strong commitment to excellence. They will be coachable, comfortable taking initiative, finding solutions, and seeing things through to completion. If you are honest, humble, and hardworking with a desire to work on a team where going above and beyond is baseline, we want to hear from you. This role has the potential to evolve over time with the right candidate.

What will you do?

  • Support and serve clients while providing a highly personalized experience
  • Manage and support the execution of our service plan
  • Coordinate wealth planning services
  • Manage and follow-through on wealth planning activities
  • Assist with financial planning
  • Liaise with clients, team members & business partners to find solutions and see things through to completion
  • Help keep the team organized and manage the intricacies of our business
  • Manage our new client onboarding process
  • Support client education initiatives
  • Support business development activities
  • Coordinate and execute client appreciation & gifting

What do you need to succeed?

Must-have

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Naturally service oriented
  • Self-assured yet coachable
  • Professional and conscientious
  • Personable, hardworking, self-starter
  • Proactive, consistent, and reliable
  • Forward thinking and growth oriented
  • Collaborative and supportive team player
  • Excellent communicator (verbal & written)
  • Independently resourceful (Problem solver)
  • Highly organized with strong attention to detail
  • Able to prioritize, multi-task and effectively manage multiple deadlines

Nice to have

  • Knowledge of RBC Dominion Securities' systems and procedures
  • Experience in the securities industry is an asset

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

10 SOUTH FRONT ST:BELLEVILLE

City:

Belleville

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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