Associate - Toronto

Requisition ID 202993
- Posted 12/03/2019
- Client Associate/Sales Associate/Sales Support
- Experienced Hire/Professional
- Full Time
- Branch
- Wealth Management
- North America
- Canada
- Alberta

The RBC Dominion Securities – Edmonton Arena District (EAD) branch is looking to add an Associate, working with well-established Investment Advisors. By joining the team, you will participate in growing the business by providing exceptional and effective service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
• Support the Investment Advisor in general administrative duties in the management of client accounts
• Support the Investment Advisor in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery
• Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must-have
• Excellent communication skills, both verbal and written
• Relevant experience in the financial sector
• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), if not already registered with IIROC.
• Accuracy, attention to detail, and organizational skills
• The ability to build relationships within a sales and entrepreneurial environment. Additionally, being able to manage priorities, including problem solving.

Nice-to-have
• University degree
What’s in it for you?
• The Opportunity to join and work within a dynamic high performing environment
• The RBC Dominion Securities management team, both locally and nationally, supports professional development
• Work collaboratively with successful advisors and their teams, who deliver ongoing trusted advice to our clients
• Helping our firm make a difference in our community
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, ***, ***ual 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:
Edmonton
Address:
Edmonton Arena District
Work Hours/Week:
37.5
Work Environment:
Branch
Employment Type:
Permanent
Career Level:
Experienced Hire/Professional
Pay Type:
Salaried
Required Travel (%):
0
Exempt/Non-Exempt:
N/A
People Manager:
No
Application Deadline:
12/31/2019
Req ID:
202993

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