Associate

RBC • Toronto, ON

12d • CA$37,500 - CA$50,000 • Onsite

About The Position

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in BAY WELLINGTON TOWER, 181 BAY ST:TORONTO, is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

Requirements

• Canadian Investment Regulatory Exam, CIRE
• Strong skills working with business applications/technology, including Microsoft Office Suite
• High quality 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

Nice To Haves

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

Responsibilities

• Resolves private banking deals related to products and services for internal and external clients; ensures compliance with current banking laws and regulations.
• Applies basic theories, skills, and practices to accomplish assignments.
• Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
• Monitors private banking business performance and market conditions when implementing new private banking services.
• Introduces products and services to high net worth clients.
• Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits
• competitive compensation
• commissions
• stock where applicable
• Leaders who support your development through coaching and managing opportunities
• An opportunity to make a difference and have a lasting impact on the lives of others
• Work in a dynamic, collaborative, progressive, and high-performing team
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial service

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed