Client Solutions Specialist - Mississauga, Ontario

Job Description · What is the Opportunity? · RBC Dominion Securities (RBC DS) is seeking a dedicated Client Solutions Specialist (CSS) to join our Ontario team. This role is focused on ensuring RBC DS clients are seamlessly transitioned to the most suitable RBC platform based on ...

Job description

Job Description
What is the Opportunity?
RBC Dominion Securities (RBC DS) is seeking a dedicated Client Solutions Specialist (CSS) to join our Ontario team. This role is focused on ensuring RBC DS clients are seamlessly transitioned to the most suitable RBC platform based on their unique needs. As a CSS, you will engage directly with clients from the following RBC DS branches: Burlington, Etobicoke, Hamilton, Mississauga, Oakville, St. Catharines, Kingston, and Peterborough. Your primary responsibility will be to conduct in-depth discovery discussions and collaborate with internal stakeholders to facilitate smooth transitions

Key Responsibilities:

• Proactively engage clients through structured discovery conversations to comprehensively understand their objectives and service needs.
• Assess and recommend the optimal RBC platform for each client, ensuring a smooth transition to RBC partners.
• Manage client inquiries and administrative tasks efficiently, maintaining accurate records in the contact management system.
• Foster strong collaborative relationships with colleagues across RBC's diverse platforms.
• Partner with RBC DS management and advisory teams to facilitate seamless client transitions.
• Deliver presentations at RBC DS branches to promote awareness of the CSS program.

Qualifications & Requirements:
Must-Have:

• Active registration as a Registered Representative (RR) or Investment Representative (IR) with CIRO.
• Exceptional written and verbal communication skills in English.
• Proven ability to manage time effectively, prioritize tasks, and multitask in a fast-paced environment.
• Strong commitment to teamwork, collaboration, and client-centric solutions.

Nice-to-Have:

• Familiarity with RBC's investment products and service offerings across platforms (e.g., RBC Direct Investing, RBC InvestEase, RBC Royal Bank, RBC Dominion Securities, RBC Insurance).

Why Join Us?
This role presents a unique opportunity to positively impact client journeys by strategically connecting them with the right RBC resources, ensuring their financial needs are met through seamless transitions. If you thrive in a client-centric environment and are passionate about delivering exceptional service through collaborative solutions, we encourage you to apply.

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
• Part of a dynamic, collaborative, progressive, and national high-performing team
• Opportunities to do challenging work
• Great exposure across RBC DS branches in Alberta as well as all other RBC departments through referral opportunities.

Job Skills
Cross-Departmental Collaboration, Customer Interactions, Customer Service, Detail-Oriented, Group Problem Solving, Oral Communications, Problem Management, Professional Presentation, Relationship Building, Taking Ownership, Teamwork, Time Management, Written Communication

Additional Job Details
Address:
4 ROBERT SPECK PKY:MISSISSAUGA

City:
Mississauga

Country:
Canada

Work hours/week:
37.5

Employment Type:
Full time

Platform:
WEALTH MANAGEMENT

Job Type:
Regular

Pay Type:
Salaried

Posted Date:

Application Deadline:

Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range
The expected pay range for this position is:

$55, $90,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

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

Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging, and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.