Associate

What is the opportunity?
The RBC Dominion Securities branch located at Yonge and Eglinton is seeking an Associate to provide support to a successful Investment Advisor.

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?
Coordinate and prepare meetings for the Advisor 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 with client onboarding.
Help manage incoming communications from clients, Advisors and other internal and external partners.
Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
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.
Help update teams communication channels: websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?
Must-have
Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), completed or working towards completion
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
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

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

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