Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities Beaches branch is currently seeking an Associate to join a diverse 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 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

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

Job Skills

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

Additional Job Details

Address:

2175 QUEEN ST E: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:

2025-01-02

Application Deadline:

2025-01-25

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.
​​​​​​​
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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.