Associate
RBC
Abbotsford, British Columbia, Canada
9h ago

What is the opportunity :

The RBC Dominion Securities Abbotsford branch is currently seeking an Associate to join a large

advisory team specialized in providing wealth management services to a sophisticated clientele. You will

participate in growing the business by providing exceptional and efficient 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 Advisors in general administrative duties in the management of client
  • accounts

  • Support the Investment Advisors 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

  • 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
  • What’s 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
  • RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager .

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    City : Abbotsford

    Address : 2001 McCallum Road, Suite 301

    Work Hours / Week : 37.5

    Work Environment : Branch

    Employment Type : Permanent

    Career Level : Experienced Hire / Professional

    Pay Type : Salary + Commission

    Required Travel (%) : 0

    Exempt / Non-Exempt : N / A

    People Manager : No

    Application Deadline : 10 / 31 / 2021

    Platform : Wealth Management

    Ad Code(s) :

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