Job Summary

Job Description

What is this opportunity?

RBC Dominion Securities Branch located in Prince George, BC is looking for motivated individual to join an Investment Advisor Team as an Associate. You will help in maintaining, developing, and growing the business by providing exceptional and efficient service by taking care of administrative duties related to client accounts and responding to client inquiries.

What will you do?

Prepare and execute on client documentation for account opening.Follow up on documentation with clients or back office as required.Assist clients with online access and ensure their onboarding experience is paramount.Investigate & resolve client inquiries as well as complaints related to accounts.Maintain accurate client records and make notes on all client communications with the team.Prepare client review packages and manage all required client communication.Maintain website content, marketing campaigns, client communication campaigns, client events, client appreciation.

What do you need to succeed?

Must-have

CSI Canadian Securities Course/CSI Conduct and Practices strongly preferred.A desire to be part of a collaborative team that pursues excellence through continuous learning and improvement.Batteries included. Self-starter with the ability to manage work and deadlines based on priorities.Proactive communication that is clear and concise.Detail orientated and accurate.Recognize the value of systems and processes and participate in their innovation and improvement.Exceptional interpersonal and client service skills in person and over the phone.Ability to integrate the digital world into all facets of the role and interactions with clients.Excellent command of the English language, strong written and oral English skills, with accurate grammar.

Nice-to-have 

University degree is an asset but not required. Experience in the financial industry as an asset but not required.Handbook Course is an asset.

What’s in it for you?

Work on a dynamic, collaborative, high-performing team.Opportunity to make a difference and lasting impact. A comprehensive training program in financial services A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

The expected base salary range for this particular position is $37,400 - $50,000 -- 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

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

Additional Job Details

Address:

550 VICTORIA ST:PRINCE GEORGE

City:

PRINCE GEORGE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-06

Application Deadline:

2025-02-01

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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