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Associate

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RBC

21d ago

  • Job
    Full-time
    Entry Level
  • Customer Relations
    Banking & Finance
  • Calgary
  • 12d left

AI generated summary

  • You must have the CSC and CPH, strong Microsoft Office skills, excellent time management, and a friendly client service approach. Experience in the securities industry is a bonus.
  • You will coordinate meetings, provide client service, manage inquiries, assist with onboarding, maintain accounts, ensure compliance, update communication channels, and support the Advisor team in Wealth Management.

Requirements

  • Must Have
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Strong Microsoft Office Suite skills
  • High level of time management and organization skills
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
  • Nice-to-have
  • Knowledge of RBC Dominion Securities’ systems and procedures
  • Experience in the securities industry is an asset

Responsibilities

  • Coordinate and prepare meetings for Advisors with their clients/prospects.
  • Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
  • Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
  • Assist the Advisor team with client onboarding.
  • Help manage incoming communications from clients, Advisors and other internal and external partners.
  • Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
  • Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
  • Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
  • Follow up on client trades to ensure proper settlement and delivery
  • Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities

FAQs

What is the job title for this position?

The job title for this position is Associate.

Where is the job located?

The job is located at the RBC Dominion Securities branch in Calgary Dome, Calgary, Canada.

What type of employment is this position?

This position is full-time and classified as regular employment.

What are the working hours for this role?

The working hours for this role are 37.5 hours per week.

What qualifications are required for this position?

The required qualifications include completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH), along with strong skills in Microsoft Office Suite.

Is previous experience in the securities industry necessary for this role?

While experience in the securities industry is considered an asset, it is not explicitly required for this position.

What responsibilities will I have as an Associate?

Responsibilities include coordinating meetings, providing client service, responding to inquiries, assisting with client onboarding, maintaining client accounts, ensuring compliance, and updating communication channels.

What kind of support does the role offer to the Advisory Team?

The Associate provides administrative support, proactive client service, problem resolution, and helps manage communications between clients, Advisors, and other partners.

Are there opportunities for professional development in this role?

Yes, the role provides access to a world-class training program in financial services along with support from leaders for development through coaching and managing opportunities.

What benefits are included in the Total Rewards Program?

The Total Rewards Program includes bonuses, flexible benefits, competitive compensation, commissions, and stock options where applicable.

How can I apply for this position?

You can apply for this position through the RBC careers website before the application deadline on March 1, 2025.

What should I do if I require accommodations during the recruitment process?

If you need accommodations during the recruitment process, please inform the recruitment team, and they will provide the necessary support.

Is there a focus on diversity and inclusion in the workplace?

Yes, RBC is committed to embracing diversity and inclusion for innovation and growth, aiming to build inclusive teams and an equitable workplace.

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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.