Associate

Royal Bank of Canada•Burlington, ON

4d•CA$37,500 - CA$50,000•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