The role of an Associate at RBC Dominion Securities, which is a part of the wealth management platform of the Royal Bank of Canada. It enables you to be a part of the team that is already hailed as the best in the industry. You will maintain accounts for clients and support the advisors.
At Royal Bank of Canada the team favours collaboration, innovation, and performance, giving the employees the opportunity to develop and succeed in the long run.
Royal Bank of Canada, as one of the most admired financial institutions in the country, offers an inclusive and accommodating atmosphere for employees where they can develop and have their voice heard. If you want to give the wealth management team a powerful role, check out the job posting below.
Also hiring: Admin, Contracts
Employer Details
Company Name : Royal Bank of Canada
Location : Toronto, Ontario, Canada
Salary : $17.20 per hour
Job Type : Full time
Start date : As soon as possible
Benefits : bonuses and flexible benefits, competitive salaries together with commissions and stock (if applicable), nurturing leaders offering coaching and training, chances to create a significant impact, vibrant and cooperative environment of high-performing team, top-notch training in the financial services sector.
Job Description
- The position is that of an associate supporting client relationships, maintaining accounts and counsellors’ assistance in a wealth management context.
- Offer exceptional service to clients, and help ensure the accuracy and compliance of account administration and documentation.
- Assist the onboarding of new clients and participate in wealth management planning activities, as well.
- The job is a full-time one at 37.5 hours per week.
- Be part of a dynamic, collaborative, and high-performing team within the Royal Bank of Canada’s wealth management platform.
- Be the contributor to a supportive environment with strong coaching, development opportunities, and a comprehensive Total Rewards program.
Responsibilities
- The ongoing maintenance and monitoring of client accounts, including their significant dates and timelines, are fundamental in making sure that clients are supported throughout the entire process.
- Inquiries from clients regarding transactions, documentation, and reporting will be responded to not only quickly but also professionally.
- Proactive service employing excellent problem-solving skills is what the company is all about and smooth solutions through teamwork with internal departments could also be the outcome.
- Deal with the incoming messages from clients, Advisors, and partners whether internal or external.
- Grant the Advisor’s team with the task of onboarding new clients, and preparing client and prospect meetings.
- Make certain that all client documentation is correct, compliant, and current according to the regulations.
- In the team communication channels, social media and marketing materials are included, and updates and maintenance are done.
- After the client trades, trace them to make sure the settlement and delivery are accomplished properly.
- Be present in every step of Wealth Management and also have an audit of the activities and priorities related to it.
Requirements
- Courses: Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- Mastery of business applications and Microsoft Office Suite.
- Superior time management and organizational skills.
- Capacity to provide warm, professional, top-notch client service has been proven.
- Familiar with the Royal Bank of Canada Dominion Securities systems and procedures.
- Work experience in the securities industry.
How to Apply?
You can find more information regarding this post here in the given link below. If you are eligible for the post, you can apply at Royal Bank of Canada using this link.