Associate

작업 내용

What is the opportunity?

The RBC Dominion Securities branch in Victoria, BC is currently seeking an Associate to join an advisory team focused on providing wealth management, insurance, and asset management services. You will assist in growing the business by providing exceptional client service, by taking care of administrative duties related to client accounts, and by responding to client, team, and prospective client inquiries.

What will you do?

• Responsible for the professional servicing of telephone and email communications with clients, advisors,
  

prospective clients, and other partners

• Support the Portfolio Managers and other team staff in general administrative duties in the management
  

of client accounts and the preparation of client reviews and presentations

• Support the Team in various marketing, event planning, and social media oriented activities
• Request information and documentation from clients to open accounts and keep client files up to date
• Execute and Follow up on client trades
• Monitor all pending transfers to ensure completion on a timely basis
• Other duties, as required, in support of the team and client base
  

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 exemplary client service
• Exceptional verbal and written communication skills in English
• An ongoing commitment to professional dress and deportment
  

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
• Undergraduate degree in Business Administration or Economics
  

What’s in it for you?

• 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
  

About RBC

Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com

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Inclusion and Equal Opportunity Employment

RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

Job Summary

City: Victoria

Address: 730 View Street, Suite 500

Work Hours/Week: 37.5

Work Environment: Branch

Employment Type: Permanent

Career Level: Experienced Hire/Professional

Pay Type: Salary + Variable Bonus

Required Travel (%): 0

Exempt/Non-Exempt: N/A

People Manager: No

Application Deadline: 09/15/2021

Req ID: 403725