Job Description

Job Summary



What is the opportunity?

RBC Dominion Securities is Canada\xe2\x80\x99s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in Mississauga is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

What will you do?

Lead client events with the advisor and any sponsors, including event logistics, invitations, follow up with invitees, execution of event and follow up

Use innovative and creative ideas to suggest business development activities for the team

Execute the creation of marketing materials using content creation, management, and publishing tools while adhering to brand guidelines.

Work closely with RBC WMC Marketing partners to design/build/manage team\xe2\x80\x99s website, including maintenance and posting new content for clients,

Draw on your social media skills to update the team\xe2\x80\x99s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).

Effectively manage incoming communications from clients, Advisors and other internal and external partners.

Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.

Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), or willingness to complete within the first year

Experience in the securities industry

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 that will come across as professional, warm, and friendly to our clients

Exceptional verbal and written communication skills in English

Nice-to-have

Knowledge of RBC Dominion Securities systems and procedures

Experience in a marketing related role, ideally in the financial industry

What\xe2\x80\x99s 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, Interpersonal Relationships, Investment Risk Management, Problem Solving

Additional Job Details

Address: 1672 LAKESHORE RD W:MISSISSAUGA

City: MISSISSAUGA

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-09-15

Application Deadline: 2023-12-11

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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