Job Summary

Job Description

What is the Opportunity?

The RBC Dominion Securities Inc. (“RBC DS”) Branch located in mid-town Toronto is looking for an Associate to join the Ascendant Wealth Partners team.  You will provide quality service and help deepen relationships with existing clients through ongoing, efficient support to the Investment Advisors and their staff.

What will you do?

Coordinate and prepare meeting materials for Investment Advisors with their clients/prospectsProvide proactive service to Investment Advisors with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessaryHelp support Investment Advisors responding to client inquiries (account transactions, requests, account documentation, account reporting, etc.)Assist with client onboarding, portfolio monitoring and tradingHelp manage incoming communications from clients, Investment Advisors, and other internal and external partnersEnsure accurate and timely updates of all necessary documentation and materials in compliance with internal controls and industry regulatory requirementsHelp update the team’s communication channels: websites, LinkedIn, brochures, newslettersProvide support to Associate Advisors and Associate Portfolio Managers

What do you need to succeed?

Must Have

Undergraduate Business DegreeGood understanding of fundamental accounting and finance conceptsKeen interest in capital markets and investingExceptional Microsoft Excel and PowerPoint skillsStrong attention to detail and organization skillsGood written and oral communicationDemonstrated skills in providing service that will come across as professional, warm and friendlyPlans to obtain CFA or CIM designation

Nice to Have

Knowledge of RBC Dominion Securities’ systems and procedures

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 servicesSubstantial career opportunity to grown into a more senior role on a well-established, fast-growing wealth management team

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

170 BLOOR ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-11-27

Application Deadline:

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.