Associate
RBC
Date: 2 weeks ago
City: Toronto, ON
Contract type: Full time
Job Summary
Job Description
What is the opportunity?
The RBC Dominion Securities branch located at Yonge and Eglinton is seeking an Associate to provide support to a successful Investment Advisor.
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?
Must-have
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.
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details
Address:
2345 YONGE ST:TORONTO
City:
TORONTO
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-10-10
Application Deadline:
2024-11-30
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>
Job Description
What is the opportunity?
The RBC Dominion Securities branch located at Yonge and Eglinton is seeking an Associate to provide support to a successful Investment Advisor.
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?
- Coordinate and prepare meetings for the Advisor with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
- Assist with client onboarding.
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
- Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
Must-have
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), completed or working towards completion
- Strong Microsoft Office Suite skills
- High level of 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
- Knowledge of RBC Dominion Securities’ systems and procedures
- Experience in the securities industry is an asset
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 service
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details
Address:
2345 YONGE ST:TORONTO
City:
TORONTO
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-10-10
Application Deadline:
2024-11-30
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Big Data Developer (contract)
Capgemini,
Toronto, ON
3 hours ago
We are seeking a Big Data Developer with 6-8 years of experience to support our Fraud and Anti-Money Laundering (AML) initiatives. The ideal candidate will have a strong background in programming, cloud technologies, and DevOps, as well as excellent communication and organizational skills.Key ResponsibilitiesDevelop and maintain applications using Java, Scala, SQL, and Unix scripting.Utilize frameworks such as Spring Boot and...
Full-Stack Engineer
Honeywell,
Toronto, ON
7 hours ago
Join the industry leader to design the next generation of breakthroughsAs a Full Stack Engineer here at Honeywell, you will be responsible for developing and maintaining software applications and solutions that meet the needs of our customers. You will work on both the front-end and back-end of applications, ensuring seamless integration and optimal performance. Your expertise in both front-end and...
Senior Consultant, Financial Services Industry Regulatory Compliance
Deloitte,
Toronto, ON
13 hours ago
Job Type: Permanent
Reference code: 126386
Primary Location: Toronto, ON
All Available Locations: Toronto, ON
Our Purpose
At Deloitte, we are driven to inspire and help our people, organization, communities, and country to thrive. Our Purpose is to build a better future by accelerating and expanding access to knowledge. Purpose defines who we are and gives us reason to exist...