Associate - Vancouver, Canada - Royal Bank of Canada

Royal Bank of Canada
Royal Bank of Canada
Verified Company
Vancouver, Canada

4 weeks ago

Sophia Lee

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Sophia Lee

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Description

Job Summary

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 Kerrisdale, Vancouver BC, is looking for an Administrative Assistant to provide administrative support to a successful Advisory Team.


You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.


What will you do?:


  • Reviews daytoday execution of private banking deals to ensure quality and efficiency.
  • Monitors private banking business performance and market conditions when implementing new private banking services.
  • Introduces products and services to high net worth clients.
  • Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
  • 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 timeefficient 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.
  • Become wellversed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, uptodate and compliant.
  • 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) and is IR or RR Licensed
  • High quality time management and organization 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
  • 2 to 3 years of securities industry experience

Nice-to-have:


  • Knowledge of RBC Dominion Securities' systems and procedures

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 highperforming team
  • A worldclass training program in financial services


The expected base salary range for this particular position is $37,500 - $45,000 depending on your experience, skills, and registration status, market conditions and business needs.


You have the
potential to earn considerably more through RBC's robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value
  • Work in a dynamic, collaborative, progressive, and highperforming team
  • A worldclass training program in financial services

Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management


Additional Job Details

Address:

2052 W 41


AVE:

VANCOUVER

City:


VANCOUVER

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
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