Job Description
Job Summary
Job Description
What is the opportunity?
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.
The RBC Dominion Securities branch located in Nova Scotia is seeking an Associate to provide administrative support to a successful, high performing Advisory Team. The team is currently made up of five team members, with three located in Truro and two located in Halifax. This new team member would be based in Halifax and provide quality client service and support to the two individuals the will work closely with.
What will you do?
- Work with a great team in a dynamic and rewarding environment
- Work in a fast-paced environment dealing with HNW clients
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Focus on key areas of support for the Advisor team, including:
- Financial literacy for client families
- Partnering coordination with internal RBC and external COI network
- Wealth management coordination for new and existing clients
- Investment management operations for team – trade execution, process Investment Policy Statement updates, bulk trading
- Oversee and implement the social media strategy for the team
- Support the team in administrative tasks such as new client onboarding, meeting preparation, cash flow and other client quests, as well as tax planning coordination
- Use Salesforce to document client communication from meetings and reviews
- Follow up on account administration with clients or back office as required
- In some cases work with limited supervision on short-term projects
What do you need to succeed?
Must-have
- Undergraduate degree or equivalent
- Successful completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) or willingness to obtain within 6 months of employment start date
- Exceptional client services skills
- Meticulous attention to detail and excellent time management and organizational skills
- Excellent verbal and written communication skills in English
- Strong Microsoft Office Suite skills
- Ability to work well within a team, but also independently with limited supervision on individual projects
Nice-to-have
- Knowledge of RBC Dominion Securities’ systems and procedures
- Previous work experience in the RBC bank network
- Industry experience of 2+ years
- Bilingual in English and French would be an asset
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
- 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
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
Job Skills
Customer Success, Decision Making, Detail-Oriented, External Customers, Group Problem Solving, High Net Worth Individuals, Interpersonal Relationships, Microsoft Office, Office Administration, Salesforce (Software), Teamwork, Time Management, Written CommunicationAdditional 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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