Job Summary

Job Description

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 Abbotsford branch is currently seeking an Associate to join an advisory team specialized in providing wealth management services to high-net-worth clients. 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 partnersSupport the Investment Advisors in general administrative duties in the management of client accountsSupport the Investment Advisors in the preparation of client reviews and presentationsRequest information and documentation from clients in order to open accounts and keep client files up to dateFollow up on client trades to ensure proper settlement and deliveryMonitor 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 skillsMeticulous attention to detail and excellent time management skillsDemonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clientsExceptional verbal and written communication skills in English Wealth Management Experience

     
Nice-to-have

Knowledge of RBC Dominion Securities’ systems and procedures, an assetMinimum of 2 years of experience in securities industryEnthusiastic, 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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial services

The expected base salary range for this particular position is $37,500 - $45,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder value

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address:

2001 MCCALLUM RD:ABBOTSFORD

City:

ABBOTSFORD

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-07-22

Application Deadline:

2024-11-30

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

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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 jobs.rbc.com.