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RBC Dominion Securities Branch located in mid-town Toronto is looking for two Associates to join a Portfolio Manager (PIM) and an Investment Advisor team. You will support a growing Investment Advisor's/ Portfolio Manager'[s business and will provide clients with exceptional service in an efficient and professional manner.
What will you do?
Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate
Follow-up on client trades to ensure proper settlement and delivery
Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
Utilize contact management system for daily task management
Provide world class client service to our valued clients
What do you need to succeed?
The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate
Successful Completion of CSC/CPH
Exceptional client service skills and experience
Strong Administrative experience
Knowledge around Dominion Securities systems an asset
Good understanding of bond, preferred share and equity markets
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