Associate

Royal Bank of Canada•Vancouver, BC

1d•CA$40,000 - CA$50,000•Onsite

About The Position

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 downtown Vancouver, is seeking a bilingual (Mandarin) Associate to support a fast-growing advisory team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

Requirements

Fluent in English and Mandarin
Investment Representative (IR) Licensed
2 years of industry related experience
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

Responsibilities

Conduct investment and market research, including equities, ETFs and macro trends
Assist in portfolio monitoring, analysis and rebalancing and support development of portfolio strategies and recommendations
Follow up on trading to ensure proper settlement and delivery
Coordinate and prepare client review materials and investment proposals
Assist with client onboarding and provide proactive client service with a focus on problem resolution and attention to details . Liaise with various departments for execution, where necessary
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.