Job Description
Job Summary
Job Description
What is the opportunity?
RBC Dominion Securities located in Vaughan, ON is currently seeking a licensed Associate. The successful candidate will possess 3-5 years of industry experience, a passion for service excellence, and thrive in a fast paced team environment. This individual will be responsible for the day to day administrative needs for clients and have the unique opportunity for mentorship, and skill development as they work in a supporting role on the team. This is an exciting, challenging role in one of the largest Branches in the system. The ability to learn and grow in this role is vast.
- Completion and monitoring of client documentation and day-to-day cashflow/transfer needs.
- Follow-up on client trades to ensure proper settlement and delivery
- Maintain client accounts by reviewing daily activity online and on applicable reports
- Utilize contact management system for daily task management
- Provide world class client service to our valued clients
- Book client meetings and maintain daily schedule
- Investigate and resolve inquiries related to accounts and refer to the Investment Advisor where appropriate
What do you need to succeed?
Must-have…
- The ideal candidate should have at least 3-5 years of experience in the investment field working as an assistant/associate
- Successful Completion of CSC/CPH
- Administrative experience
- Excellent time management skills and the ability to prioritize work
- Strong organizational skills with the ability to multi-task/attention to detail/problem solving skills
- Excellent verbal and written communication skills in English
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Experience using Microsoft Office
Nice-to-have
- Knowledge of RBC Dominion Securities’ systems
- Good understanding of fixed income and equity markets
- Proficiency in Excel
- Post-secondary degree
What’s in it for you?
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:
- 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
- An opportunity to make a difference and have a lasting impact on the lives of others
- Work in a dynamic, collaborative, progressive, and high-performing team
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
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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.
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