Associate

Review day-to-day execution of private banking deals to ensure quality and efficiency.,Monitor private banking business performance and market conditions when implementing new services.,Introduce products and services to high net worth clients.,Build relationships with internal and external customers.,Maintain existing client accounts and identify opportunities for client contact.,Manage timelines and key dates for accounts to ensure client support.,Respond to client inquiries efficiently (e.g., account transactions, requests, documentation, reporting).,Provide proactive client service using superior problem resolution skills.,Liaise collaboratively with various departments to provide smooth and timely solutions.,Effectively manage incoming communications from clients, Advisors, and internal/external partners.,Assist the Advisor team in welcoming and onboarding new clients.,Become well-versed in internal controls and industry regulatory requirements, ensuring client files and documentation are accurate, up-to-date, and compliant.,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.

Canadian Investment Regulatory Exam (CIRE) and IR or RR Licensed,Strong skills working with business applications/technology, including Microsoft Office Suite,High quality time management and organization skills,Demonstrated skills in providing world-class client service that is professional, warm, and friendly,Exceptional verbal and written communication skills in English,2 to 3 years of securities industry experience,Knowledge of RBC Dominion Securities' systems and procedures (Nice-to-have)