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Associate

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RBC

12d ago

Applications are closed

  • Job
    Full-time
    Entry, Junior & Mid Level
  • Customer Relations
    Banking & Finance
  • Toronto

Requirements

  • Must Have
  • Undergraduate Business Degree
  • Good understanding of fundamental accounting and finance concepts
  • Keen interest in capital markets and investing
  • Exceptional Microsoft Excel and PowerPoint skills
  • Strong attention to detail and organization skills
  • Good written and oral communication
  • Demonstrated skills in providing service that will come across as professional, warm and friendly
  • Plans to obtain CFA or CIM designation
  • Nice to Have
  • Knowledge of RBC Dominion Securities’ systems and procedures

Responsibilities

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

FAQs

What is the primary role of the Associate at RBC Dominion Securities?

The primary role of the Associate is to provide quality service and support to Investment Advisors in order to deepen relationships with existing clients through ongoing assistance and problem resolution.

What qualifications are required for this position?

Candidates must have an Undergraduate Business Degree, a good understanding of fundamental accounting and finance concepts, and exceptional skills in Microsoft Excel and PowerPoint.

Is prior knowledge of RBC's systems necessary for this role?

While it's nice to have knowledge of RBC Dominion Securities’ systems and procedures, it is not a mandatory requirement for the role.

What skills are emphasized for success in this position?

Strong attention to detail, organization skills, good written and oral communication, and the ability to provide professional and friendly service are emphasized for success.

What kind of training does the role offer?

The Associate position offers a world-class training program in financial services, which supports professional development.

Are there growth opportunities within this job?

Yes, there is substantial career opportunity to grow into a more senior role on a well-established, fast-growing wealth management team.

What benefits does RBC offer to Associates?

RBC offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and opportunities for coaching and development.

What is the work schedule for this position?

The work schedule is full-time, comprising 37.5 hours per week.

Is the application process accessible for individuals with different abilities?

Yes, RBC is committed to providing an accessible candidate experience and encourages individuals needing accommodations during the recruitment process to let them know.

What location is this position based in?

This position is based at the RBC Dominion Securities Branch located at 170 Bloor St W, Toronto, Canada.

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RBC

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Finance
Industry
10,001+
Employees
1864
Founded Year

Mission & Purpose

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 88,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.