Main functions:
Job SummaryJob DescriptionWhat will you do? 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, where necessary.Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).Assist the Advisor team with client onboarding.Help manage incoming communications from clients, Advisors and other internal and external partners.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 deliverySupport Advisor team and client through the Wealth Management process and maintain 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 Microsoft Office Suite skillsHigh level of 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, 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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial serviceJob SkillsAccount Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress:333 7 AVE SW:CALGARYCity:CALGARYCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2023-12-18Application Deadline:2024-05-10Inclusion 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.
