Job Description

Job Summary



What is the opportunity?

The is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners

Support the Investment Advisors in general administrative duties in the management of client accounts

Support the Investment Advisors in the preparation of client reviews and presentations

Request information and documentation from clients in order to open accounts and keep client files up to date

Follow up on client trades to ensure proper settlement and delivery

Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must Have

Post Secondary Education (College or University)

Excellent communication skills, both verbal and written

Proficiency with Microsoft Office Suite

Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)

Relevant experience in the financial services industry

Meticulous attention to detail and strong organizational skills

Nice to Have

Dominion Securities (DS) or Retail Brokerage work experience

Enthusiastic, committed, and entrepreneurial spirit

What\xe2\x80\x99s 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, 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 services

Job Skills Account Management, Contact Clients, Customer Success, Documentations, Interpersonal Relationships, Organizational Leadership, Problem Solving, Time Management

Additional Job Details

Address: 4475 NORTH SERVICE RD:BURLINGTON

City: BURLINGTON

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-12-15

Application Deadline: 2023-12-30

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.

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Royal Bank of Canada