- 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 time-efficient 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.
- Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
- Follow up on client trades to ensure proper settlement and delivery
- Strong skills working with business applications/technology, including Microsoft Office Suite
- High quality time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) – must be obtained within one year of employment
- Knowledge of RBC Dominion Securities' systems and procedures
- Experience in the securities industry is an asset
- 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
- An opportunity to make a difference and have a lasting impact on the lives of others
- Work in a dynamic, collaborative, progressive, and high-performing team
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
-
Supply Chain Operations Associate
9 hours ago
Ryder System St. Catharines, CanadaYou are the driving force behind our company. · Start your career with Ryder today · - Pay Type: Exempt / Salary paid Twice Per Month · - Annual Salary Pay: $50,000 - $60,000 per year based on experience · - Sign On Bonus: $2,500.00 · When Fortune 500 businesses and new startups ...
-
Softgoods Associate
3 weeks ago
Giant Tiger St. Catharines, Canada Part timeNiveau de rémunération: · Niveau 1 - Magasins · Description du poste: · Aperçu · Reconnus comme employeurs de choix, les magasins de détail de Tigre Géant offrent un milieu de travail des plus dynamiques et plusieurs possibilités de carrière stimulantes. Fière entreprise canadien ...
-
Hardgoods Associate
3 weeks ago
Giant Tiger St. Catharines, Canada Part timeNiveau de rémunération: · Grade 1 - Stores · Description du poste: · Aperçu · Reconnus comme employeurs de choix, les magasins de détail de Tigre Géant offrent un milieu de travail des plus dynamiques et plusieurs possibilités de carrière stimulantes. Fière entreprise canadienne, ...
-
Hardgoods Associate
9 hours ago
Giant Tiger St. Catharines, Canada Part timeNiveau de rémunération: · Grade 1 - Stores · Description du poste: · Aperçu · Reconnus comme employeurs de choix, les magasins de détail de Tigre Géant offrent un milieu de travail des plus dynamiques et plusieurs possibilités de carrière stimulantes. Fière entreprise canadienne, ...
-
Supply Chain Operations Associate
2 weeks ago
Ryder System St. Catharines, CanadaYou are the driving force behind our company. · Start your career with Ryder today · **Material Follow Up Coordinator**: · $2500 signing bonus · Be part of the future of transportation · We are seeking a Supply Chain Operations Associate to help us with our Just In Time processes ...
-
Supply Chain Operations Associate
2 weeks ago
Ryder System St. Catharines, CanadaYou are the driving force behind our company. · Start your career with Ryder today · **Material Follow Up Coordinator**: · $2500 signing bonus · Be part of the future of transportation · We are seeking a Supply Chain Operations Associate to help us with our Just In Time processes ...
-
Supply Chain Shipping Associate
2 weeks ago
Ryder System St. Catharines, Canada**Summary** · The Material Follow-up Shipping Coordinator is responsible to manage the receiving docks inbound and outbound paperwork and communicating to our Customer directly on issues that may arise during shift. The Operations Clerk also coordinates the flow of racks utilized ...
-
Ryder System St. Catharines, CanadaYou are the driving force behind our company. · Start your career with Ryder today · **Material Follow Up Coordinator**: · $2500 signing bonus · Be part of the future of transportation · We are seeking a Supply Chain Operations Associate to help us with our Just In Time processes ...
-
Associate
3 weeks ago
Royal Bank of Canada St. Catharines, Canada**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 t ...
-
Sales Associate
2 weeks ago
Spirit Halloween St. Catharines, CanadaThe Sales Associate will support the Store Management Team in the setup, merchandising, pack-up and teardown of a seasonal store. The Sales Associate is responsible for maintaining Guest Services as per Company Standards. The Sales Associate will support the Store Management Team ...
-
Softgoods Associate
1 week ago
Giant Tiger St. Catharines, CanadaAbout this Opportunity · Recognized as an Employer of Choice, Giant Tiger's retail stores provide dynamic work environments with many opportunities for a fulfilling career. We are a Canadian owned and operated retailer (and proud of it), with a strong commitment to the community, ...
-
Sales Associate
1 week ago
7-Eleven, Inc. St. Catharines, CanadaOverview: · The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, custom ...
-
Manager, Associates
3 weeks ago
Royal Bank of Canada St. Catharines, Canada**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 tech ...
-
Sales Associate
1 week ago
7-Eleven, Inc. St. Catharines, CanadaOverview: · The person who greets and helps customers in a local 7-Eleven is the most important person in the 7-Eleven corporation. Bar none. You are the face of our company. You are 7-Eleven to our customer. We rely on you to provide outstanding service; maintain a clean, custom ...
-
Associate Dentist
2 weeks ago
Monarch Dentistry St. Catharines, CanadaMonarch Dentistry in Niagara Region is looking for an experienced Associate Dentist to complete our Team. · - Graduate from an accredited DDS/DMD Program or Completion of the NDEB Equivalency Exam · - Licensed and in good standing with the provincial licensing. · Individual shoul ...
-
Sales Associate
2 weeks ago
Spirit Halloween St. Catharines, CanadaJob Snapshot · **Employee Type**: · - Full-Time**Location**: · St. Catharines, ON**Job Type**: · - Other**Experience**: · - Not Specified**Date Posted**: · - 5/17/2024About Us · - Spirit Halloween was founded out of the observation of a trend on the verge of explosion. Since the ...
-
Associate Dentist
3 weeks ago
The Tooth Corner St. Catharines, Canada_**We are looking for a part-time or full-time associate to join our team**_ · **Highlights of the Position** · - Be part of a network of experience dental professionals across Ontario · - Endless Opportunities to advance your career · - Enjoy our competitive wages · - Countless ...
-
Store Associate
3 weeks ago
Sherwin-Williams St. Catharines, CanadaThis is position is essential to the success of our retail stores. Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates are also expe ...
-
Sales Associate
2 weeks ago
Peoples Jewellers St. Catharines, CanadaOverview: · We are seeking a dynamic Sales Associate to join our team. As a Sales Associate, you will play a crucial role in driving sales and providing exceptional customer service. · **Duties**: · - Greet and assist customers in a friendly and professional manner · - Understand ...
-
Associate Dentist
1 week ago
123Dentist St. Catharines, CanadaThe team at **Martindale Dental **in** St. Catherines Ontario **is looking for a passionate, hard-working **Associate Dentist on** a **part-time** basis. · - The Associate Dentist will provide a full range of dental services with the highest quality of care to ensure our patients ...
Associate - St. Catharines, Canada - Royal Bank of Canada>
Description
Job Summary
Job Description
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 St. Catharines is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.
What will you do?
What do you need to succeed?
Must Have
Nice to Have
What's in it for you?
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
Address:
63 CHURCH ST:ST. CATHARINESCity:
ST. CATHARINESCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted 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.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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