Job Description

R\xc3\xa9sum\xc3\xa9 du travailDescription du posteWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities branch located in Moncton 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?Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.

• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
• Effectively manage incoming communications from clients, Advisors and other internal and external partners.
• Assist the Advisor team in welcoming and onboarding new clients.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Draw on your social media skills to update the team\xe2\x80\x99s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
• Follow up on client trades to ensure proper settlement and delivery
• 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)
• Exceptional verbal and written communication skills in English and French.
• 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

Nice-to-have

• Knowledge of RBC Dominion Securities\xe2\x80\x99 systems and procedures
• Experience in the securities industry is an asset

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

Comp\xc3\xa9tences professionnelles Gestion des comptes, Gestion du risque en mati\xc3\xa8re d\'investissement, Group Problem Solving, Prise de d\xc3\xa9cision, R\xc3\xa8glement financier, Relations interpersonnelles, Succ\xc3\xa8s de la client\xc3\xa8leD\xc3\xa9tails suppl\xc3\xa9mentaires de l\xe2\x80\x99emploiAdresse : 633 MAIN ST:MONCTONVille : MONCTONPays : CanadaNombre d\xe2\x80\x99heures de travail par semaine : 37.5Type d\xe2\x80\x99emploi : temps pleinSecteur d\xe2\x80\x99activit\xc3\xa9 : Gestion de patrimoineType de fonction : R\xc3\xa9gulierType d\xe2\x80\x99\xc3\xa9chelle salariale : Salari\xc3\xa9Date d\xe2\x80\x99affichage : 2024-03-22Date limite des candidatures : 2024-04-12Inclusion et \xc3\xa9quit\xc3\xa9 en mati\xc3\xa8re d\xe2\x80\x99emploi\xc3\x80 RBC, nous favorisons la diversit\xc3\xa9 et l\xe2\x80\x99inclusion pour stimuler l\xe2\x80\x99innovation et la croissance. Nous nous engageons \xc3\xa0 b\xc3\xa2tir des \xc3\xa9quipes inclusives et un milieu de travail \xc3\xa9quitable pour que nos employ\xc3\xa9s puissent \xc3\xaatre enti\xc3\xa8rement eux-m\xc3\xaames au travail. Nous agissons contre les in\xc3\xa9galit\xc3\xa9s et les biais syst\xc3\xa9miques afin de soutenir notre client\xc3\xa8le, nos collectivit\xc3\xa9s et notre effectif diversifi\xc3\xa9s.Nous veillons \xc3\xa9galement aux questions d\xe2\x80\x99accessibilit\xc3\xa9 pour nos employ\xc3\xa9s \xc3\xa9ventuels ayant des capacit\xc3\xa9s diff\xc3\xa9rentes. Veuillez communiquer avec nous si vous avez besoin d\xe2\x80\x99am\xc3\xa9nagements pendant le processus de recrutement.Joignez-vous \xc3\xa0 notre communaut\xc3\xa9 de talentsTenez-vous au courant des formidables perspectives de carri\xc3\xa8re offertes \xc3\xa0 RBC. Inscrivez-vous et recevez des renseignements sur les plus r\xc3\xa9centes offres d\xe2\x80\x99emploi et les activit\xc3\xa9s de recrutement qui vous int\xc3\xa9ressent, de m\xc3\xaame que des conseils en mati\xc3\xa8re de gestion de carri\xc3\xa8re.Repoussez vos limites et b\xc3\xa2tissez un nouvel avenir \xc3\xa0 RBC. D\xc3\xa9couvrez comment nous mettons notre passion et notre motivation au service du bien-\xc3\xaatre des clients et des collectivit\xc3\xa9s \xc3\xa0 .

Royal Bank of Canada