Description
The Associate position at RBC Dominion Securities in Calgary Dome Tower involves supporting clients and an Advisor team to deepen relationships and onboard new clients. The role focuses on providing exceptional service, managing client accounts, ensuring documentation compliance, and assisting with portfolio and wealth management planning.
What We're Looking For
Maintain existing client accounts and identify opportunities to contact clients.
Manage timelines and key dates for accounts to ensure client support.
Respond to client inquiries efficiently (account transactions, requests, documentation, reporting).
Utilize problem resolution skills for proactive client service and liaise with various departments.
Effectively manage incoming communications from clients, Advisors, and partners.
Assist the Advisor team in welcoming and onboarding new clients.
Become well-versed in internal controls and industry regulatory requirements, ensuring accurate, up-to-date, and compliant client files and documentation.
Follow up on client trades to ensure proper settlement and delivery.
Canadian Investment Regulatory Exam (CIRE).
Strong skills in business applications/technology, including Microsoft Office Suite.
Ideal Candidate
Canadian Investment Regulatory Exam (CIRE)
Knowledge of RBC Dominion Securities' systems and procedures (asset)
Experience in the securities industry (asset)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Also Available At
About the Company
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.
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