Associate

RBC•Vancouver, BC

10d•Onsite

About The Position

The RBC Dominion Securities branch located in SW Marine Gateway Vancouver, is seeking a bilingual (Mandarin/Cantonese) Associate to provide administrative support to a successful Advisory Team. The Associate will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team. This is a 1 year maternity leave coverage with the possibility of being made permanent.

Requirements

Canadian Investment Regulatory Exam, CIRE or CFA 1 (preferred)
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 and Mandarin/Cantonese

Nice To Haves

Knowledge of RBC Dominion Securities’ systems and procedures
Experience in the securities industry is an asset

Responsibilities

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.
Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
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

Benefits

A comprehensive Total Rewards Program
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
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business and geographies
Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.
The expected base salary range for this position is $40,000 - $45,000.
This position may be eligible to receive a discretionary/variable incentive payment up to 1x base salary.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value