Rbc
Wealth Management
Associate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate at Rbc. Maintain existing client accounts and identify opportunities to contact clients.. Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).”
What You'll Achieve.
Help our team deepen existing relationships and welcome new clients to the firm.; 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.
Industry & Context.
Tap into your superior problem resolution skills to provide proactive client service.
What They're Looking For.
Must Have
Canadian Investment Regulatory Exam, CIRE, 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 Have
Knowledge of RBC Dominion Securities’ systems and procedures, Experience in the securities industry is an asset
What You'll Do.
Maintain existing client accounts and identify opportunities to contact clients.
Respond to client inquiries in an understanding and time-efficient manner (account transactions
account documentation
Provide proactive client service.
Manage incoming communications from clients
Advisors and other internal and external partners.
Assist the Advisor team in welcoming and onboarding new clients.
Coordinate and prepare meetings for Advisors with their clients/prospects.
Ensure client files and other necessary documentation is accurate
up-to-date and compliant.
Follow up on client trades to ensure proper settlement and delivery.
How You'll Work.
Team & Collaboration
Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.; Work in a dynamic, collaborative, progressive, and high-performing team.
Communication Scope
Exceptional verbal and written communication skills in English
Full Job Description
**_Job Description_** **What is the opportunity?** 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 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. **What will you do?** * Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team. * Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). * Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions. * Effectively manage incoming communications from clients, Advisors and other internal and external partners. * Assist the Advisor team in welcoming and onboarding new clients. * Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects. * Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is
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