Associate

Maintain existing client accounts and identify opportunities for client contact.

Manage timelines and key dates for accounts to ensure client support.

Respond to client inquiries efficiently (e.g., account transactions, requests, documentation, reporting).

Utilize problem resolution skills for proactive client service and liaise with departments for solutions.

Effectively manage incoming communications from clients, Advisors, and partners.

Assist the Advisor team in welcoming and onboarding new clients.

Coordinate and prepare client/prospect meetings for Advisors.

Become well-versed in internal controls and industry regulatory requirements, ensuring accurate and compliant client files.

Update the team's communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters.

Follow up on client trades to ensure proper settlement and delivery.

Support the Advisor team and clients through the Wealth Management process and maintain an audit of activities.

Must-have: Canadian Investment Regulatory Exam (CIRE).

Must-have: Strong skills working with business applications/technology, including Microsoft Office Suite.

Must-have: High quality time management and organization skills.

Must-have: Demonstrated skills in providing world-class client service that is professional, warm, and friendly.

Must-have: Exceptional verbal and written communication skills.

Nice-to-have: Knowledge of RBC Dominion Securities' systems and procedures.

Nice-to-have: Experience in the securities industry.