Toronto, Ontario, Canada
2d ago

What is the Opportunity?

One of the largest RBC Dominion Securities Branches located in downtown Toronto is looking for an Associate to join an established Portfolio Management team.

We are looking for looking for someone with passion for and knowledge about the investment markets. Someone who invests for themselves and has good people and leadership skills.

By joining the team, 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 requests from clients, Portfolio Manager and other internal and external partners
  • Support the Portfolio Manager in general administrative duties in the management of client accounts
  • Support the Portfolio Manager in the preparation of client reviews and presentations
  • Assist in portfolio management for clients, portfolio re-balancing and finding best solutions for clients
  • 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?


  • Post-Secondary Education : College or University degree
  • Minimum of one year brokerage industry experience / RBC DS preferred
  • Excellent communication skills, both verbal and written
  • Advance Proficiency with Excel, Word, Powerpoint
  • Completion of both the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH),
  • Meticulous attention to detail and strong organizational skills
  • Nice-to-have

  • Relevant experience in the financial services industry
  • Enthusiastic, committed, and entrepreneurial spirit
  • Working towards CIM, CFA designations
  • 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
  • Join our Talent Community

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    Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

    City : Toronto

    Address : 200 Bay St., Suite 3900 (Royal Bank Plaza, South Tower)

    Work Hours / Week : 37.5

    Work Environment : Office

    Employment Type : Permanent

    Career Level : Experienced Hire / Professional

    Pay Type : Salaried

    Required Travel (%) : 0

    Exempt / Non-Exempt : N / A

    People Manager : No

    Application Deadline : 05 / 14 / 2021

    Platform : Wealth Management

    Ad Code(s) :

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