Private Banking Associate — Client Advisory Support

RBC Dominion Securities; Edmonton; On-site; CAD 42,000 - 64,000; Full time

Job summary

RBC Dominion Securities in Edmonton is seeking an Associate to join the advisory team. You will handle client account administration, respond to inquiries, and support private banking deals to ensure quality and efficiency.

You will build relationships with clients and internal partners, assist Investment Advisors with client reviews and presentations, and help open/update files, improving service delivery.

Qualifications

• Post Secondary Education (College or University)
• Excellent communication skills, both verbal and written
• Proficiency with Microsoft Office Suite
• Completion of the Canadian Investment Regulatory Exam, CIRE
• Relevant experience in the financial services industry
• Meticulous attention to detail and strong organizational skills

Responsibilities

• 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.
• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
• Supports the Investment Advisors in general administrative duties in the management of client accounts
• Supports the Investment Advisors in the preparation of client reviews and presentations
• Requests information and documentation from clients in order to open accounts and keep client files up to date
• Follows up on client trades to ensure proper settlement and delivery
• Monitors all pending transfers to ensure completion on a timely basis

Skills

Account Management

Customer Success

Decision Making

Interpersonal Relationships

Investment Risk Management

Financial Regulation

Group Problem Solving

Communication

Education

Post Secondary Education (College or University)

CIRE Certification

Tools

Microsoft Office Suite

Job description

RBC Dominion Securities in Edmonton is seeking an Associate to join the advisory team. You will handle client account administration, respond to inquiries, and support private banking deals to ensure quality and efficiency.

You will build relationships with clients and internal partners, assist Investment Advisors with client reviews and presentations, and help open/update files, improving service delivery.