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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, Canada's leading full-service investment and wealth management firm, is seeking an Associate to help clients build and preserve their wealth. This role involves managing client accounts, responding to inquiries, onboarding new clients, preparing for advisor meetings, and ensuring compliance with regulatory requirements. The Associate will also support the advisor team with wealth management processes and assist with team communication channels.

What We're Looking For

Maintain existing client accounts and identify opportunities to contact clients.

Manage timelines and key dates for accounts.

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

Provide proactive client service using problem resolution skills.

Liaise with various departments for smooth and timely solutions.

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

Assist the Advisor team in welcoming and onboarding new clients.

Coordinate and prepare meetings for Advisors with clients/prospects.

Ensure client files and documentation are accurate, up-to-date, and compliant with internal controls and industry regulatory requirements.

Update team's communication channels (websites, LinkedIn, Facebook, brochures, newsletters).

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

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

Must-have Canadian Investment Regulatory Exam (CIRE).

Strong skills with business applications/technology, including Microsoft Office Suite.

High quality time management and organization skills.

Demonstrated skills in providing world-class, professional, warm, and friendly client service.

Exceptional verbal and written communication skills.

Ideal Candidate

Canadian Investment Regulatory Exam (CIRE)

Knowledge of RBC Dominion Securities' systems and procedures (Nice-to-have)

Experience in the securities industry is an asset (Nice-to-have)

Hard Skills

Account Management
Customer Success
Decision Making
Financial Regulation
Group Problem Solving
Interpersonal Relationships
Investment Risk Management
Microsoft Office Suite
Social Media Management

Soft Skills

Time Management
Organization Skills
Client Service
Professionalism
Problem Resolution
Verbal Communication
Written Communication
Collaboration
Planning
Warmth
Friendliness

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards Program (bonuses, flexible benefits, competitive compensation, commissions, stock where applicable)
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
View all jobs at Royal Bank of Canada
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