Associate

What is the opportunity?

The RBC Dominion Securities Calgary Dome branch located in Downtown Calgary 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?

• 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 accurate, up-to-date and compliant.

What do you need to succeed?

Must Have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)

• Strong 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

Nice-to-have

• Knowledge of RBC Dominion Securities systems and procedures

• Experience in the securities industry is an asset

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, commissions, and stock where applicable

• 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

• A world-class training program in financial service

Job Skills

Additional Job Details