Associate - Barrie, Canada - Royal Bank of Canada

Royal Bank of Canada
Royal Bank of Canada
Verified Company
Barrie, Canada

4 weeks ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
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're 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
Associate


What is the opportunity?


The RBC Dominion Securities Barrie branch is currently seeking an Associate to join a well-established, Chairman's Council Wealth Management team, specialized in providing investment and wealth management services to a sophisticated clientele.

You will participate in building strong client relationships by providing exceptional and efficient service in responding to client needs and administrative duties related to client accounts.

You must have a genuine passion for helping people reach their financial goals, and for working as a part of a team.


What will you do?

  • Support the Investment Advisor team in general administrative duties in the management of client accounts, including the preparation of client reviews, presentations, meetings, events
  • Work directly with our clients and their advisors to request information and documentation in order to fulfill their needs (open accounts, execute on trades, reporting, etc.)
  • Work with an exceptional team of colleagues to follow a service plan for proactive and a high level of client service and the delivery of comprehensive wealth management services

What do you need to succeed?

Must-have

  • Meticulous attention to detail and excellent time management skills
  • Demonstrated skills in providing worldclass client service that will come across as professional, warm, and friendly to our clients
  • Exceptional verbal and written communication skills in English
  • Strong Microsoft Office Suite skills

Nice-to-have

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) (can be in process of obtaining or obtained while in the role in order to progress to Associate role)
  • Knowledge of RBC Dominion Securities' systems and procedures, an asset
  • Minimum of 2 years of experience in securities or finance industry
  • Enthusiastic, committed, and entrepreneurial spirit

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.
  • 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 highperforming team
  • A worldclass training program in financial services

Job Summary

Address:

BARRIE, Ontario, Canada


City:

CAN-ON-BARRIE


Country:

Canada


Work hours/week:

37.5


Employment Type:

Full time


Platform:

Wealth Management


Job Type:

Regular


Pay Type:

Salaried


Posted Date:


Application Deadline:


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.


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