RBC Dominion Securities, a leading investment and wealth management firm in Canada, is seeking an Associate for its Thurlow branch in Vancouver. This role involves supporting an advisory team specializing in wealth management for sophisticated clients. The Associate will contribute to business growth by providing exceptional and efficient client service, managing administrative duties for client accounts, and responding to client inquiries.
Professional servicing of incoming telephone and email contacts from clients, advisors, and internal/external partners,Support Investment Advisors with general administrative duties related to client account management,Assist Investment Advisors in preparing client reviews and presentations,Request information and documentation from clients for account opening and file maintenance,Follow up on client trades to ensure proper settlement and delivery,Monitor all pending transfers for timely completion,Must-have: Canadian Investment Regulatory Exam (CIRE),Must-have: Strong Microsoft Office Suite skills
Canadian Investment Regulatory Exam (CIRE),Strong Microsoft Office Suite skills,Meticulous attention to detail and excellent time management skills,Demonstrated world-class client service skills (professional, warm, friendly),Exceptional verbal and written communication skills in English,Wealth Management Experience,Nice-to-have: Knowledge of RBC Dominion Securities' systems and procedures,Nice-to-have: Minimum of 2 years of experience in the securities industry,Nice-to-have: Enthusiastic, committed, and entrepreneurial spirit
37.5 hours/week
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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