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Associate

RRoyal Bank of Canada200 Bay Street, Toronto, Ontario$37,500 - $50,000 per year
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Description

RBC Dominion Securities is seeking a resourceful, efficient, and collaborative Associate for its Toronto branch. The role involves providing exceptional service and support to clients and the Advisor team, deepening existing relationships, and onboarding new clients. The Associate will maintain client accounts, ensure up-to-date and compliant administration and documentation, and work with Investment Advisors on client portfolios and wealth management planning.

What We're Looking For

Maintain existing client accounts and identify opportunities for client contact.,Respond to client inquiries efficiently (transactions, requests, documentation, reporting).,Utilize problem-resolution skills for proactive client service and liaise with departments for solutions.,Manage communications from clients, Advisors, and internal/external partners.,Assist in onboarding new clients.,Coordinate and prepare meetings for Advisors with clients/prospects.,Ensure compliance with internal controls and industry regulatory requirements for client files.,Update team's communication channels (websites, LinkedIn, Facebook, brochures, newsletters).,Follow up on client trades for proper settlement and delivery.,Support the Advisor team and client through the Wealth Management process and maintain an audit of activities.,Canadian Investment Regulatory Exam (CIRE),Strong skills with business applications/technology, including Microsoft Office Suite,High quality time management and organization skills,Demonstrated world-class client service skills (professional, warm, and friendly),Exceptional verbal and written communication skills

Ideal Candidate

Canadian Investment Regulatory Exam (CIRE),Experience in the securities industry (asset)

Hard Skills

Microsoft Office Suite
Business applications/technology

Soft Skills

Time management
Organization
Client service
Problem resolution
Verbal communication
Written communication
Collaboration
Social media skills
Interpersonal Relationship Management
Decision Making
Investment Management
Investment Performance Measurement

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards Program (bonuses, flexible benefits, competitive compensation, commissions, stock)
Leaders who support development through coaching and managing opportunities
Opportunity to make a difference and have a lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
World-class training program in financial services

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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