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Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canadas leading full-service investment and wealth management firm and is backed by Canadas leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.The Brookfield 23 RBC Dominion Securities branch located in downtown 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 teams, you will help 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 Investment Advisors 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.Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.Follow up on client trades to ensure proper settlement and deliverySupport the Advisor teams and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.What do you need to succeed?Must HaveCanadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)Strong skills working with business applications/technology, including Microsoft Office SuiteHigh quality time management and organization skillsDemonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clientsExceptional verbal and written communication skills in EnglishNice to HaveKnowledge of RBC Dominion Securities systems and proceduresExperience in the securities industry is an assetWhats in it for you?We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAn opportunity to make a difference and have a lasting impact on the lives of othersWork in a dynamic, collaborative, progressive, and high-performing teamThe chance to work in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesJob SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:BAY WELLINGTON TOWER, 181 BAY ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-12Application Deadline:2024-04-27Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.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 jobs.rbc.com.
