Rbc
Wealth Management
Associate
“Associate at Rbc. Skills: Client service, Problem resolution, Attention to details. Resolve private banking deals related to products and services for internal and external. Ensures compliance with current banking laws and regulations”
What You'll Achieve.
Help our clients achieve their financial goals; Achieving success that is mutual
Industry & Context.
Problem resolution
What They're Looking For.
Must Have
Canadian Investment Regulatory Exam, CIRE or CFA 1 (preferred), 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
Nice to Have
Knowledge of RBC Dominion Securities’ systems and procedures, Experience in the securities industry is an asset
What You'll Do.
Resolve private banking deals related to products and services for internal and external
Ensures compliance with current banking laws and regulations
Applies basic theories
and practices to accomplish assignments
Provide quality client service and help deepen relationships with existing clients through ongoing
efficient support to both clients and the Advisor Team
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
Respond to client inquiries (account transactions
requests for tax receipts
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
How You'll Work.
Team & Collaboration
Collaborative, supportive culture; Work in a dynamic, collaborative, progressive and high-performing team; Collaboration; Group Problem Solving; Interpersonal Relationships; working together to deliver trusted advice
Communication Scope
Exceptional verbal and written communication skills
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