Associate - Collingwood, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Collingwood, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

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 Collingwood is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Associate; in house at our Collingwood branch location.

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.

Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Assist advisor with managing and executing on their Client service plan and RBC partner/COI service plan.
Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects and COIs.
Tap into your superior problem resolution skills to provide proactive client service.
Draw on your social media skills to update the team's communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
Manage special projects for the team, including regulatory projects requiring account documentation updates or client communications and firmled initiatives i.e. eStatement campaign

What do you need to succeed?

Must Have

High level of 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

Nice to Have

Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or within the first year of employment.
Experience in the securities industry is an asset

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 will ultimately 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:

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
The chance to 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, Interpersonal Relationships, Investment Risk Management, Problem Solving

Additional Job Details

Address:

1 1 ST:
COLLINGWOOD

City:

COLLINGWOOD

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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