Job Description

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you\xe2\x80\x99re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title Bilingual Associate



What 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

En quoi consiste l\xe2\x80\x99emploi ?

RBC Dominion valeurs mobili\xc3\xa8res est une soci\xc3\xa9t\xc3\xa9 de placement et de gestion de patrimoine ax\xc3\xa9e sur les relations et qui se classe r\xc3\xa9guli\xc3\xa8rement no 1 au Canada. Nous sommes fiers de notre culture de collaboration et de soutien qui facilite la r\xc3\xa9ussite \xc3\xa0 tous les niveaux et nous procure les outils n\xc3\xa9cessaires pour aider nos clients \xc3\xa0 atteindre leurs objectifs financiers.

La succursale de RBC Dominion valeurs mobili\xc3\xa8res de Moncton est \xc3\xa0 la recherche d\xe2\x80\x99une personne pleine de ressources, efficace et ax\xc3\xa9e sur la collaboration pour se joindre \xc3\xa0 notre soci\xc3\xa9t\xc3\xa9 de gestion de patrimoine de premier plan \xc3\xa0 titre d\xe2\x80\x99adjoint ou d\xe2\x80\x99adjointe.

En offrant un service et du soutien constants et exceptionnels \xc3\xa0 nos clients et \xc3\xa0 notre \xc3\xa9quipe de conseillers, vous aiderez notre \xc3\xa9quipe \xc3\xa0 approfondir les relations avec la client\xc3\xa8le et \xc3\xa0 accueillir les nouveaux clients \xc3\xa0 la soci\xc3\xa9t\xc3\xa9. En tant que point de contact pr\xc3\xa9cieux \xc3\xa0 l\xe2\x80\x99interne et \xc3\xa0 l\xe2\x80\x99externe, vous jouerez un r\xc3\xb4le essentiel dans la tenue des comptes des clients, en plus de vous assurer que l\xe2\x80\x99administration des comptes ainsi que les documents restent \xc3\xa0 jour et conformes. Vous travaillerez aussi avec un conseiller en placement pour g\xc3\xa9rer les portefeuilles de clients et les occasions de planification en mati\xc3\xa8re de gestion de patrimoine.

Quelles seront vos t\xc3\xa2ches ?

• Assurer la tenue des comptes des clients et rep\xc3\xa9rer les occasions de communiquer avec les clients. Il vous incombera de g\xc3\xa9rer les \xc3\xa9ch\xc3\xa9anciers et les dates importantes relatifs aux comptes pour vous assurer que les clients se sentent appuy\xc3\xa9s par notre \xc3\xa9quipe.
• R\xc3\xa9pondre aux demandes des clients d\xe2\x80\x99une mani\xc3\xa8re compr\xc3\xa9hensive et rapide (op\xc3\xa9rations sur compte, documentation sur les comptes, informations sur les comptes, etc.).
• Tirer parti de vos aptitudes sup\xc3\xa9rieures pour la r\xc3\xa9solution de probl\xc3\xa8mes afin d\xe2\x80\x99offrir un service \xc3\xa0 la client\xc3\xa8le proactif. En travaillant en \xc3\xa9troite collaboration, vous assurerez parfois la liaison avec divers services pour proposer des solutions adapt\xc3\xa9es et opportunes.
• Aider \xc3\xa0 g\xc3\xa9rer les communications re\xc3\xa7ues des clients, des conseillers, ainsi que des autres partenaires internes et externes.
• Aider l\xe2\x80\x99\xc3\xa9quipe des conseillers en accueillant les nouveaux clients et en int\xc3\xa9grant ceux-ci.
• Tirer parti de votre passion pour la planification pour coordonner et pr\xc3\xa9parer les r\xc3\xa9unions entre les conseillers et les clients ou prospects.
• Bien conna\xc3\xaetre les contr\xc3\xb4les internes et les exigences r\xc3\xa9glementaires du secteur, en vous assurant que les dossiers des clients et les autres documents n\xc3\xa9cessaires sont exacts, \xc3\xa0 jour et conformes.
• Tirer parti de votre ma\xc3\xaetrise des m\xc3\xa9dias sociaux pour mettre \xc3\xa0 jour les modes de communication de l\xe2\x80\x99\xc3\xa9quipe, par exemple les sites Web, LinkedIn, Facebook, les brochures et les bulletins.
• Effectuer un suivi des op\xc3\xa9rations des clients pour s\xe2\x80\x99assurer qu\xe2\x80\x99elles ont \xc3\xa9t\xc3\xa9 r\xc3\xa9gl\xc3\xa9es et que les livraisons ont \xc3\xa9t\xc3\xa9 effectu\xc3\xa9es.
• Offrir du soutien \xc3\xa0 l\xe2\x80\x99\xc3\xa9quipe de conseillers et aux clients gr\xc3\xa2ce \xc3\xa0 la d\xc3\xa9marche de gestion de patrimoine ; v\xc3\xa9rifier les activit\xc3\xa9s et les priorit\xc3\xa9s de gestion de patrimoine.

Que vous faut-il pour r\xc3\xa9ussir ?

Comp\xc3\xa9tences essentielles

• R\xc3\xa9ussite du Cours sur le commerce des valeurs mobili\xc3\xa8res au Canada et du cours relatif au Manuel sur les normes de conduite
• Aptitudes exceptionnelles pour la communication orale et \xc3\xa9crite en Fran\xc3\xa7ais and Anglais
• Excellente ma\xc3\xaetrise des applications et technologies de l\xe2\x80\x99entreprise, par exemple la suite Microsoft Office
• Excellentes aptitudes pour la gestion du temps et l\xe2\x80\x99organisation
• Aptitudes prouv\xc3\xa9es pour la prestation de services \xc3\xa0 la client\xc3\xa8le de premier ordre (attitude professionnelle, chaleureuse et amicale)

Comp\xc3\xa9tences souhait\xc3\xa9es

• Connaissance des syst\xc3\xa8mes et des proc\xc3\xa9dures de RBC Dominion valeurs mobili\xc3\xa8res
• Exp\xc3\xa9rience dans le secteur des valeurs mobili\xc3\xa8res, un atout

Qu\xe2\x80\x99y gagnerez-vous ?

Nous donnons notre pleine mesure, pensons autrement pour poursuivre notre croissance, et collaborons afin d\xe2\x80\x99offrir des conseils fiables qui peuvent contribuer \xc3\xa0 la r\xc3\xa9ussite des clients et \xc3\xa0 la prosp\xc3\xa9rit\xc3\xa9 des collectivit\xc3\xa9s. Nous nous soucions du bien-\xc3\xaatre de chacun et chacune et sommes d\xc3\xa9termin\xc3\xa9s \xc3\xa0 r\xc3\xa9aliser notre plein potentiel, \xc3\xa0 favoriser l\xe2\x80\x99essor des collectivit\xc3\xa9s et \xc3\xa0 contribuer \xc3\xa0 la r\xc3\xa9ussite de tous et toutes. Vous aurez \xc3\xa9galement l\'occasion de :

• Un programme de r\xc3\xa9mun\xc3\xa9ration globale comprenant des primes et des avantages sociaux \xc3\xa0 la carte, r\xc3\xa9mun\xc3\xa9ration concurrentielle, commissions et actions (dans certains cas)
• Du perfectionnement soutenu par la direction gr\xc3\xa2ce \xc3\xa0 des occasions d\xe2\x80\x99accompagnement et de gestion
• Une influence concr\xc3\xa8te et une incidence durable sur la vie d\xe2\x80\x99autres personnes
• Une \xc3\xa9quipe dynamique et performante ax\xc3\xa9e sur l\xe2\x80\x99innovation et la collaboration
• La chance de travailler au sein d\xe2\x80\x99une \xc3\xa9quipe dynamique et tr\xc3\xa8s performante, ax\xc3\xa9e sur l\xe2\x80\x99innovation et la collaboration
• Un programme de formation de classe internationale sur les services financiers

Job Summary

Address: MONCTON, New Brunswick, Canada

City: CAN-NB-MONCTON

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-03-06

Application Deadline: 2023-09-18

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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