Associate

Responsibilities include coordinating and preparing meetings for Advisors with clients, providing proactive client service with a focus on problem resolution, liaising with various departments, responding to client inquiries (e.g., account transactions, tax receipts, reporting), assisting the Advisor team with client onboarding, managing incoming communications, maintaining existing client accounts and identifying contact opportunities, ensuring accurate and timely updates of documentation, maintaining client files, and following up on client trades for proper settlement.

Must have the Canadian Investment Regulatory Exam (CIRE) or CFA 1 (preferred). Knowledge of RBC Dominion Securities' systems and procedures and prior experience in the securities industry are considered assets.