Associate

2 months ago

Charlottetown, Canada Royal Bank of Canada> Full time

Job Summary

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 RBC Dominion Securities branch located in Charlottetown 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.
  • 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

What do you need to succeed?

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 in English.

Nice-to-have

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

What’s in it for you?

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
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • The chance to work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services

Job Skills

Client Service, Communication, Investments, Teamwork

Additional Job Details

Address:

134 KENT ST, UNIT 602:CHARLOTTETOWN

City:

CHARLOTTETOWN

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-02-08

Application Deadline:

2024-11-30

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.

  • Fashion Associate

    4 months ago

    Charlottetown, 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...

  • Deli Associate

    3 months ago

    Charlottetown, 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...

  • Seasonal Associate

    7 months ago

    Charlottetown, Canada Walmart Canada Full time

    **Position Summary... **:To provide exceptional customer service and assist in salesfloor operations in order to ensure a positive shopping experience and drive customer loyalty. **What you'll do...**: 1. Greets all customers in a polite and friendly manner. 2. Assists customers by promoting products/services, locating merchandise and making purchase...

  • Consumables Associate

    3 months ago

    Charlottetown, 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...

  • Grocery Associate

    6 months ago

    Charlottetown, 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...

  • Bakery Associate

    2 weeks ago

    Charlottetown, 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...

  • Seasonal Associate

    7 months ago

    Charlottetown, Canada Walmart Canada Full time

    **Résumé des fonctions... **:To provide exceptional customer service and assist in salesfloor operations in order to ensure a positive shopping experience and drive customer loyalty. Ce que vous ferez... 1. Greets all customers in a polite and friendly manner. 2. Assists customers by promoting products/services, locating merchandise and making purchase...

  • Pei: Associate Manager

    3 days ago

    Charlottetown, Canada PetSmart Full time

    **ABOUT OUR STORE**: What better place to share your love for pets than in our stores? With so many opportunities under one roof, you'll be sure to find a career path that inspires you. As the Department Manager over associates, you'll ensure that the store runs smoothly-from head to tail. From motivating associates to ensuring we have the right product on...

  • General Merchandise Associate

    2 months ago

    Charlottetown, Canada Walmart Canada Full time

    **Position Summary... **:Working as a General Merchandise Associate at Walmart Canada is a great way to develop your skills in the retail industry. A General Merchandise Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the general merchandise area, and assists with stocking and the sale...

  • Dairy Frozen Associate

    2 months ago

    Charlottetown, Canada Walmart Canada Full time

    **Position Summary... **:Working as a Dairy/ Frozen Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Dairy/ Frozen Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the Dairy/ Frozen area, and assists with stocking and the sale of goods. If you...

  • Stock Unloader Associate

    2 months ago

    Charlottetown, Canada Walmart Canada Full time

    **Position Summary... **:Working as a Stock Unloader Associate at Walmart Canada is a great way to gain valuable experience in the retail industry. A Stock Unloader Associate provides support with unloading trailers, processing merchandise, and moving pallets to the store floor, while maintaining a safe and clean environment and providing exemplary customer...

  • Stock Unloader Associate

    6 months ago

    Charlottetown, Canada Walmart Canada Full time

    **Position Summary... **:Working as a Stock Unloader Associate at Walmart Canada is a great way to gain valuable experience in the retail industry. A Stock Unloader Associate provides support with unloading trailers, processing merchandise, and moving pallets to the store floor, while maintaining a safe and clean environment and providing exemplary customer...

  • Sales Associate

    2 months ago

    Charlottetown, Canada Stokes Full time

    Department: - Retail sales - Job Type: - Sales associate - Location: - Charlottetown, PEI - Require Travel: - Non - Publication date: - 2024-10-09 **Job Description**: **Sales Associate (seasonal position)** **You are the missing ingredient! Join the Stokes/Thinkkitchen family, a proudly Quebec-based retailer with over 100 stores across the country....

  • Associate Dentist

    3 weeks ago

    Charlottetown, Canada Dentalcorp Full time

    Kerby Bruce and AssociatesLocation: 84 Belvedere Ave, Charlottetown, PE C1A 2ZSchedule: Monday to Friday, 8:00 AM - 5:00 PMClinical Focus: General Dentistry, Significant Opportunity for Endodontics and OrthodonticsTerm: Full-Time PermanentExperience Required: New grads welcomeLanguage requirement: EnglishAbout Us:Dr. Kerby Bruce and Associates is a...

  • Overnight Associate

    6 months ago

    Charlottetown, 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...

  • Administrative Associate

    3 months ago

    Charlottetown, Canada Connolly Group Full time

    **INSURANCE ADMINISTRATIVE ASSOCIATE** Currently looking for an experienced Administrative Associate to join our growing team at this local, long-standing insurance and financial services company. The successful applicant would be required to complete the following primary activities/duties: **Roles and Responsibilities** - Update and management of Customer...

  • Administrative Associate

    4 months ago

    Charlottetown, Canada Connolly Group Full time

    **ADMINISTRATIVE ASSOCIATE** Currently looking for an experienced Administrative Associate to join our growing team at this local, long-standing insurance and financial services company. The successful applicant would be required to complete the following primary activities/duties: **Client Services & General Administration** - Support a senior...

  • Fashion Associate

    2 months ago

    Charlottetown, Canada Giant Tiger Full time

    Compensation Grade: Grade 1 - Stores Job Description: Who We Are: We are a Canadian owned and operated retailer (and proud of it!), with a strong commitment to the community, and over 60 years of success. If you are looking for a challenging and dynamic career, Giant Tiger may be right for you. We believe in opportunities for growth & development,...

  • Processing Associate

    2 months ago

    Charlottetown, Canada Exor Games Full time

    Exor Games is an exciting new card store in town! We are a young and quickly growing company that is owned and operated right here in Prince Edward Island! We bring to the table great customer service and a unique shopping experience all inside a modern and professional environment. We believe in opportunities for growth & development, teamwork, and...

  • Retail Sales Associate

    2 months ago

    Charlottetown, Prince Edward Island, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a highly skilled Retail Sales Associate to join our team at beBee Professionals in Charlottetown. As a Retail Sales Associate, you will be responsible for managing customer transactions, providing excellent customer service, and maintaining a clean and organized checkout area.Key Responsibilities:Process customer purchases and handle cash,...