Associate

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities Ancaster branch is currently seeking an Associate to join a Chairmans Council Team specialized in providing wealth management services.
You will assist by helping to deepen the relationships with existing clients through ongoing, efficient support to both the clients and the advisory team.

What will you do?

Assist with upholding Advisory teams business plan, client service plan, and review schedule.

Update client info in the teams contact management system. Maintain a record of client details, interactions, meeting notes, and identified opportunities for follow up.

Coordinate meetings and events for Advisors with clients and prospects help establish meeting agenda; assemble documents, key notes, and discussion points for advisory team; execute post-meeting work or ensure it is delegated to the appropriate person.

Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.

Assist the Advisory team with client onboarding.

Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, etc.).

What do you need to succeed?

Must Have

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

• Strong Microsoft Office Suite skills

• Meticulous attention to detail and excellent time management 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, an asset

• Minimum of 2 years of experience in securities industry

• Enthusiastic, committed, and entrepreneurial spirit

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 services

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above