Associate

Royal Bank of Canada • Burlington, ON

13d • Onsite

About The Position

The RBC Dominion Securities Burlington branch is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

Requirements

• Post Secondary Education (College or University)
• Excellent communication skills, both verbal and written
• Proficiency with Microsoft Office Suite
• Canadian Investment Regulatory Exam, CIRE
• Relevant experience in the financial services industry
• Meticulous attention to detail and strong organizational skills

Nice To Haves

• Dominion Securities (DS) or Retail Brokerage work experience
• Enthusiastic, committed, and entrepreneurial spirit

Responsibilities

• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
• Support the Investment Advisors in general administrative duties in the management of client accounts
• Support the Investment Advisors in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery
• Monitor all pending transfers to ensure completion on a timely basis

Benefits

• bonuses
• flexible benefits
• competitive compensation
• commissions
• 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 services

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 101-250 employees