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RBC Dominion Securities Branch located in downtown Toronto, ON is looking for an Associate to join their team. You will be supporting the business of a top Investment Advisory team by providing clients with exceptional service in an efficient and professional manner.
What will you do?
Lots of paperwork! Help clients open new accounts, update existing account information, prepare client meeting documentation
Interact with clients on a daily basis by phone, email, and in-person
Liaise with back office contacts to investigate and resolve inquiries related to accounts and account transactions
Follow-up on client requests and transactions from the previous day to ensure proper settlement and delivery
Marketing (coordinate and plan client events) and website updates
Place trades for clients
What do you need to succeed?
Exceptional client service skills
Excellent attention to detail
Excellent organizational skills-keep track of multiple projects and deadlines
Excellent time-management skills & ability to prioritize tasks without constant supervision
Financial industry knowledge
2+ years of industry experience
Advanced proficiency in Excel
What's 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
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at http://www.rbc.com/careers/index.html rbc.com/careers.
JOB SUMMARY City: Toronto Address: 181 Bay Street Work Hours/Week: 37.5 Work Environment: Branch Employment Type: Permanent Career Level: Experienced Hire/Professional Pay Type: Salary + Variable Bonus Required Travel (%): 0 Exempt/Non-Exempt: N/A People Manager: No Application Deadline: 11/16/2019 Platform: Wealth Management Req ID: 200879 Ad Code(s):