Associate
About The Position
ELINESKY SCHUETT PRIVATE WEALTH OF RBC DOMINION SECURITIES is seeking an Associate to join their team in Guelph, Ontario. This role offers an opportunity to work in an entrepreneurial environment, tackle complex solutions for high-net-worth clients, and collaborate with experienced professionals. The Elinesky Schuett Private Wealth team is described as innovative and fast-growing, dedicated to improving lives and adding meaning to money through exceptional investment management, wealth management, and client service. They are also actively involved in supporting local community initiatives. The Associate role is part of a large 16-person team and will partner with other team members to provide high-quality service to both new and existing clients. This involves proactive and efficient support in day-to-day client service, account administration, and wealth management support. The position is crucial for supporting specific Investment Advisors and their client base, as well as contributing to cross-training, leading strategic initiatives, and providing team capacity during peak periods.
Requirements
- 3+ years as an Associate
- IR Registered with CIRO
- Demonstrated skills in providing world-class client service that is professional, warm, thoughtful, and proactive
- Meticulous attention to detail, strong organizational skills, and excellent time management
- Demonstrated professionalism and ability to manage highly confidential information
- Exceptional verbal and written communication skills, with the ability to communicate confidently and gracefully with individuals at all levels and from various backgrounds
Nice To Haves
- Specific experience with RBC Dominion Securities and its software products
- Experience with Sales Force or other Customer Relationship Management (CRM) software
- Strong proficiency in video conferencing and messenger service applications
- Strong proficiency in Microsoft Office Products
- Comfortable proficiency in AI tools like ChatGPT, Claude, or Perplexity
Responsibilities
- Serve as the first point of contact to manage all client inquiries and requests for your assigned Investment Advisor's book of clients, ensuring high satisfaction levels and bringing forward ideas for continuous improvement.
- Collaborate with the Client Experience Associate to execute, manage, and audit the Investment Advisor's contact service plan.
- Deliver a world-class account opening and onboarding experience, both in-person and digitally.
- Execute all daily, ad-hoc, and infrequent account administration tasks to meet client needs and ensure 100% compliance with internal controls and regulatory requirements.
- Actively learn, develop, and test service knowledge by engaging with all service requests, complex client scenarios, and special projects, ensuring thorough cross-training for fellow associates.
Benefits
- Competitive base salary and variable performance bonuses
- Comprehensive health benefits and matching programs
- Competitive team and office perks including strong vacation, personal, sick, and flex day policies
- Fun team events and active participation in the community
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
