- Coordinate and prepare meetings for Advisors with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
- Assist the Advisor team with client onboarding.
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
- Follow up on client trades to ensure proper settlement and delivery
- Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong Microsoft Office Suite skills
- High level of 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 skills in English
- 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
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial service
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Associate
5 days ago
Wellington-Altus Private Wealth Inc. Calgary, Canada**Associate** · **Location**: This position will be based out of our Calgary Office. · **Our organization**: · Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington ...
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Sales Associate
1 week ago
Laura Canada Rocky View, CanadaCompany Description · Laura Canada est une entreprise familiale iconique et innovatrice qui exploite Laura et Melanie Lyne, deux grandes bannières de vêtements pour femmes. Établie à Laval, au Québec, Laura Canada conçoit, produit, commercialise et distribue des vêtements de qual ...
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Sales Associate
1 week ago
Fabutan Sun Tan Studios Calgary, CanadaCanadas #1 Lifestyle brand Fabutan/Hush Lash Studio is looking for enthusiastic, motivated, independent Sales Associates to join our growing team in Calgary · Part time Associates · Positive Attitude · Reliability · Time Management · Organization Skills · Problem solving skills · ...
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Associate Dentist
5 days ago
123Dentist Calgary, CanadaThe team at **123Dentist** **is looking for a passionate, hard-working **Associate Dentist **on a** **full-time** basis **to join us · We are looking for someone interested in working in **Central Alberta** We can assist with the move with a **Relocation bonus.** · The Associate ...
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Associate Optometrist
13 hours ago
Specsavers Calgary, CanadaAssociate Optometrist - Changing lives through better sight · Westbrook Mall, Calgary Alberta · The independent optometrist at Specsavers Westbrook Mall is looking for an associate optometrist to join their busy clinic in Calgary. · At Specsavers, we've been transforming eye heal ...
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Sales Associate
4 days ago
JD Sports Canada Calgary, Canada**Department**: Retail Stores · **Location**: Cross Iron Mills, AB · **Workplace Type**: On-site · **Job Type**: Full-Time / Part-Time, Permanent · **The Team**: · JD Sports is a sports-fashion retail company with the incentive to inspire the emerging generation of globally minde ...
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Grocery Associate
1 week ago
Walmart Canada Calgary, Canada**Position Summary... **:Working as a Grocery Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Grocery Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the grocery ...
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Dental Associate
5 days ago
Calgary Dental Group Calgary, CanadaLooking for a · **Associate Dentist **to join our team on an immediate basis. · **Job Details**: · - We are a new clinic in the Northeast part of Calgary and are looking for a Dentist with excellent communication skills to build a strong rapport with an established patient base. ...
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Purchasing Associate
1 day ago
Action Furnace Calgary, CanadaWe are hiring a Purchasing Associate for our Calgary location · Where - In Office, Calgary Alberta · Compensation - $ $22.00 per hour · Action Furnace is a residential HVAC company located in Alberta. Our focus is to continuously provide our customers with an exceptional experien ...
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Sales Associate
5 days ago
7-Eleven, Inc. Calgary, 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 ...
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Sales Associate
1 week ago
7-Eleven, Inc. Calgary, 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 ...
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Fashion Associate
13 hours ago
Walmart Canada Calgary, Canada**Position Summary... **:The Fashion Associate will provide customer service by processing and stocking all fashion merchandise and maintaining cleanliness on the salesfloor and in the backroom area. This will be accomplished by maintaining merchandising standards, accurate modul ...
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Sales Associate
12 hours ago
7-Eleven, Inc. Calgary, 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 ...
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Sales Associate
1 day ago
7-Eleven, Inc. Calgary, 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 ...
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Sales Associate
6 days ago
7-Eleven, Inc. Calgary, 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 ...
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Spa Associate
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Hand & Stone - Edmonton and Calgary Calgary, Canada**Hiring Spa Associates** · SHARE YOUR EXCITEMENT AND BE THE DIFFERENCE at · **Hand & Stone Massage and Facial Spa.** · If you're passionate and LOVE what you do, then we have a career waiting for you at Hand & Stone Massage and Facial Spa · **located at South Trail Crossing, Cal ...
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Sales Associate
1 day ago
7-Eleven, Inc. Calgary, 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 ...
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Sales Associate
3 days ago
7-Eleven, Inc. Calgary, 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 ...
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Marketing Associate
1 week ago
A8 Financial Corp. Calgary, CanadaAt A8 Financial, we provide a wide range of financial planning solutions including insurance (life, health, travel, and disability), investment and retirement planning, and debt management. We also provide tax preparation and accounting services to our clients. · We are looking f ...
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Associate Superintendent
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Almadina Language Charter Academy Calgary, Canada**Join Our Team: Associate Superintendent of Schools** **Almadina School Society - Calgary,** · **Alberta · **Are you a dynamic educational leader committed to unlocking the full potential of students? Almadina · School Society in Calgary, Alberta, is seeking a passionate and exp ...
Associate - CALGARY, Canada - Royal Bank of Canada
Description
Job Summary
Job Description
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, 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.
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
Address:
333 7 AVE SW:CALGARYCity:
CALGARYCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
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