RBC Dominion Securities in Vernon is seeking a resourceful, efficient, and collaborative Associate to join their wealth management firm. The role involves providing exceptional service to clients and the Advisor team, deepening relationships, and onboarding new clients. Key responsibilities include maintaining client accounts, ensuring documentation compliance, and supporting Investment Advisors in portfolio management and wealth planning.
Maintain existing client accounts and manage key timelines.,Respond to client inquiries regarding transactions, requests, documentation, and reporting.,Utilize problem-resolution skills to provide proactive client service and liaise with departments for solutions.,Effectively manage communications from clients, Advisors, and partners.,Assist in welcoming and onboarding new clients.,Ensure client files and documentation are accurate, up-to-date, and compliant with internal controls and industry regulations.,Follow up on client trades to ensure proper settlement and delivery.,Support the Advisor team and clients through the Wealth Management process and maintain an audit of activities.
Canadian Investment Regulatory Exam (CIRE),Strong skills in business applications/technology, including Microsoft Office Suite,High quality time management and organization skills,Demonstrated world-class client service skills (professional, warm, friendly),Exceptional verbal and written communication skills in English,Knowledge of RBC Dominion Securities' systems and procedures (Nice-to-have),Experience in the securities industry (Nice-to-have)
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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