Wealth Management Associate — West Vancouver

RBC Dominion Securities Inc.; West Vancouver; Presencial; CAD 38.000 - 48.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Bonuses

Flexible benefits

Stock options

Descripción de la vacante

RBC Dominion Securities in West Vancouver is seeking an Associate to provide administrative support to a successful Advisory Team within wealth management. You will deliver quality client service and deepen relationships with existing clients through efficient support to both clients and Advisors.

You will review day-to-day execution of private banking deals, monitor performance, and help introduce products and services to high net worth clients, while ensuring compliance and timely

Formación

• 2 to 3 years of securities industry experience.
• CIRE and/or CSC and Conduct and Practices Handbook 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 with a professional, warm demeanor.
• Excellent verbal and written communication in English.
• Nice-to-have: Knowledge of RBC Dominion Securities’ systems.

Responsabilidades

• 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 using appropriate tools or technologies.
• Maintain existing client accounts and identify opportunities to contact clients; manage timelines and key dates for accounts.
• Respond to client inquiries in an understanding and timely manner.
• Provide proactive client service; liaise with various departments for timely solutions.
• Manage incoming communications from clients, Advisors and other partners.
• Assist the Advisor team in welcoming and onboarding new clients.
• Ensure client files are accurate, up-to-date and compliant with internal controls and regulations.
• Follow up on client trades to ensure proper settlement and delivery.
• Support Wealth Management process and maintain an audit of activities and priorities.

Conocimientos

Account management

Customer success

Decision making

Financial regulation

Group problem solving

Interpersonal relationships

Investment risk management

Educación

Regulatory exams: CIRE/CSC/CPH

Herramientas

Microsoft Office

Descripción del empleo

RBC Dominion Securities in West Vancouver is seeking an Associate to provide administrative support to a successful Advisory Team within wealth management. You will deliver quality client service and deepen relationships with existing clients through efficient support to both clients and Advisors.

You will review day-to-day execution of private banking deals, monitor performance, and help introduce products and services to high net worth clients, while ensuring compliance and timely