Associate

What is the opportunity?

The RBC Dominion Securities branch located in Richmond Hill is seeking an Associate to provide administrative support to a successful Advisory Team.

You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team. For more information, please visit: https://www.rbcwealthmanagement.com/en-ca/dominion-securities

What will you do?
Coordinate and prepare meetings for Advisor with their clients/prospects.
Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
Help manage incoming communications from clients, Advisors and other internal and external partners.
Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
Help update teams communication channels: 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)
If unlicensed then successful applicant would be required to complete the IIROC licensing courses CSC & CPH within 9 months of employment commencement
Strong Microsoft Office Suite skills
High level of 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

Whats 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

Job Skills

Additional Job Details