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Associate

RRoyal Bank of Canada
Royal Bank of Canada - CALGARY,Royal Bank of Canada - VANCOUVER,Royal Bank of Canada - Mississauga,Royal Bank of Canada - WINNIPEG,Royal Bank of Canada - MONCTON,Royal Bank of Canada - OTTAWA,Royal Bank of Canada - Halifax
$40,000 - $45,000 per year
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Description

The Associate position at RBC Dominion Securities in downtown Vancouver provides administrative support to an Advisory Team. Responsibilities include delivering quality client service and strengthening client relationships through efficient support to clients and advisors.

What We're Looking For

Coordinate and prepare client/prospect meetings for Advisors.

Provide proactive client service, focusing on problem resolution and attention to detail.

Liaise with various departments for task execution.

Respond to client inquiries regarding account transactions, tax receipts, and reporting.

Assist the Advisor team with client onboarding.

Manage incoming communications from clients, Advisors, and internal/external partners.

Maintain existing client accounts, identify contact opportunities, and manage timelines/key dates.

Ensure accurate and timely updates of documentation in compliance with internal controls and regulatory requirements.

Maintain complete and up-to-date client files.

Follow up on client trades for proper settlement and delivery.

Ideal Candidate

Must Have:

Canadian Investment Regulatory Exam (CIRE) or CFA 1 (preferred)

Strong Microsoft Office Suite skills

High level of time management and organization skills

Demonstrated world-class client service skills (professional, warm, friendly)

Exceptional verbal and written communication skills in English, Mandarin, and Cantonese

Nice to Have:

Knowledge of RBC Dominion Securities' systems and procedures

Experience in the securities industry

Hard Skills

Account Management
Customer Success
Financial Regulation
Investment Risk Management
Microsoft Office Suite

Soft Skills

Time Management
Organization
Client Service
Professionalism
Problem Resolution
Attention to Detail
Verbal Communication
Written Communication
Decision Making
Group Problem Solving
Interpersonal Relationships
Collaboration

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards Program (bonuses, flexible benefits, competitive compensation, commissions, stock where applicable)
Leadership support for development through coaching and managing opportunities
Opportunity to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities for challenging work and progressively greater accountabilities
Access to a variety of job opportunities across business and geographies

Also Available At

About the Company

R

Royal Bank of Canada

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.

Purpose-driven
Inclusive
Innovative
Collaborative
Professional
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