Associate

What 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 RBC Dominion Securities branch located in Halifax is seeking an Associate to provide administrative support to a high performing Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

What will you do?

• Work with a great team in a dynamic and rewarding environment
• Support the team in preparing account opening documentation and onboarding clients
• Support the team in general administrative duties in the management of client accounts and in the preparation of client reviews and presentations
• Maintaining the teams Service Plan.
• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary
• Support & maintain digital presence and other marketing related opportunities
• Leading the team with respect to new branch-wide technology roll outs and other new initiatives and being an expert for the team to seamlessly adapt to changes

What do you need to succeed?

Must-have

• Industry experience of 2+ years
• Undergraduate degree or equivalent

• Successful completion of Canadian Securities Course (CSC)
• Successful completion of Conduct and Practices Handbook Course (CPH) or willingness to complete within 3 months

• Meticulous attention to detail and excellent time management and organizational skills
• Exceptional client service skills demonstrating professionalism, warmth and friendliness to clients
• Exceptional verbal and written communication skills in English
• Strong Microsoft Office Suite skills

Nice-to-have

• Knowledge of RBC Dominion Securities systems and procedures

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
• 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

Job Skills

Additional Job Details