Associate

Royal Bank of Canada; West Vancouver; Vor Ort; CAD 38.000 - 48.000; Vollzeit

Zusammenfassung

RBC Dominion Securities in West Vancouver is seeking an Associate to provide administrative support to a successful Advisory Team. You will deliver quality client service and help deepen client relationships through efficient support to both clients and the Advisor Team.

Responsibilities include reviewing private banking deal execution, onboarding new clients, maintaining accounts, responding to inquiries, and ensuring compliance and timely communication.

Qualifikationen

• 2–3 years of securities industry experience.
• CSC and/or CIRE and CPH completion.
• Strong proficiency with Microsoft Office applications.
• Excellent verbal and written English communication.

Aufgaben

• Provide administrative support to the Advisory Team.
• Review day-to-day execution of private banking deals for quality and efficiency.
• Monitor business performance and market conditions for services.
• Onboard new clients and maintain existing client accounts; respond to inquiries.

Kenntnisse

Securities industry experience

English communication

Time management

Customer service

Ausbildung

Canadian Securities Course (CSC)

Canadian Investment Regulatory Exam (CIRE)

Conduct and Practices Handbook (CPH)

Tools

Microsoft Office Suite

Jobbeschreibung

Job Description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in West Vancouver , is looking for an Associate to provide administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

What will you do?

• Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
• Monitors private banking business performance and market conditions when implementing new private banking services.
• Introduces products and services to high net worth clients.
• Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
• Effectively manage incoming communications from clients, Advisors and other internal and 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 other necessary documentation is 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 Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

• 2 to 3 years of securities industry experience
• Canadian Investment Regulatory Exam (CIRE) and/or Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) completion
• 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 will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication skills in English

Nice-to-have

• Knowledge of RBC Dominion Securities' systems and procedures

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate's experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $38,000 - $48,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC's high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

• Address:
• 250 15 ST:WEST VANCOUVER City:
• West Vancouver Country:
• Canada Work hours/week:
• 37.5 Employment Type:
• Full time Platform:
• WEALTH MANAGEMENT Job Type:
• Regular Pay Type:
• Salaried

Our Employment Opportunities

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