What is the opportunity?
RBC Dominion Securities Branch in Calgary, is looking for an experienced Associate to join their team. As an Associate, you will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and advisory teams.
What will you do?
Key responsibilities are focused around Client Service, Account Administration, Trading and/or Portfolio Rebalancing and Wealth Management Support.
Open new accounts, onboarding, and maintain existing account information
Coordinate meetings and events for Advisors with clients and prospects
Interact with clients on a daily basis by phone, email, and in- person, responding to general clients inquiries (account transactions, request for tax receipt, account reporting etc)
Assist in upholding advisory teams business plan, client service plan, and review schedule
Provide proactive client service with a focus on problem resolution and attention to details, and liaise with various departments to investigate and resolve inquiries related to accounts and account transactions
Handle and follow-up on client requests and transactions from the previous day to ensure proper settlement and delivery
Complete various compliance-related projects
Execute and follow up trades on behalf of Investment advisor, review daily reports, dashboards and portfolios
Support team and client through wealth management process.
What do you need to succeed?
IIROC licensed with a minimum of 3-5 years of industry/brokerage experience
Education in economics/business and completed CSC and CPH
Be motivated, independent and a self-starter
Exceptional client service skills, time management & organizational skills
Ability to prioritize tasks without constant supervision
High level of understanding of Microsoft Excel
Willingness to participate in community and firm initiatives
Whats in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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 and grow your career
Access to a variety of job opportunities across business and geographies
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.
Address: 7th Avenue SW, Dome Tower
Work Hours/Week: 37.5
Work Environment: Branch
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Variable Bonus
Required Travel (%): 0
People Manager: No
Application Deadline: 03/31/2020
Platform: Wealth Management
Req ID: 233477