Top Benefits
About the role
Job Description
What is the opportunity?
An RBC Dominion Securities branch located in Toronto is seeking an experienced Associate to join a large Top Tier Executive Council Team. This is an opportunity to work in a dynamic, collaborative, progressive, and high- performing team. Your skills will deepen client relationships by offering high value service and support to the clients, the Investment Advisor, and the team.
What will you do?
- Provide initiative-taking and superior client service with a problem-resolution focus and attention to details.
- Consult with various head office departments for execution as necessary.
- Be willing to answer our busy phones and complete the task/request/trade from the client to the best of your abilities with minimal supervision.
- Excellent communication skills for reporting notes to Sales Force and sharing valuable information and collaboration with team members.
- Respond to client account inquiries and remain accountable to follow-up, as required.
- Willingness to take on all levels of cash management tasks such as: identifying and clearing trade debits, raising cash for regular scheduled transactions, sending out on-demand funds, assisting clients with sending in funds to their DS accounts.
- Assist clients with WM Online set up, access, navigation, e-statement switch or retrieval.
- Assist clients and their Accountants (our COIs) with custom tax reporting as needed.
- Gather research reports, run client portfolio reports as requested by the IA.
- Assist with generating ideas and execution of multiple marketing initiatives such as our weekly and quarterly newsletters.
- Project management independence and ability to complete special projects on required timeline.
- Enjoy opportunities to do challenging work and to build close relationships with clients.
- Participate and be a team lead on updates such as operational procedures, compliance, new technology and best practices.
What do you need to succeed?
Must-have
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- A self-directed individual with a growth and goals-oriented mindset
- Exceptional written and verbal communication skills
- High quality time management skills
- Strong Microsoft Office skills, especially Excel
Nice-to-have
- Knowledge of RBC DS systems and procedures
- 2 years or more of professional experience within investment industry
- Meticulous attention to detail and strong problem solving and analytical
- skills
- Advanced client service skills
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 applicable
- Leaders who support your development through coaching and managing opportunities
- An opportunity to make a difference and have a lasting impact on the lives of others
- Work in a dynamic, collaborative, progressive, and high-performing team
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
About RBC
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 94,000+ 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 more than 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 www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Top Benefits
About the role
Job Description
What is the opportunity?
An RBC Dominion Securities branch located in Toronto is seeking an experienced Associate to join a large Top Tier Executive Council Team. This is an opportunity to work in a dynamic, collaborative, progressive, and high- performing team. Your skills will deepen client relationships by offering high value service and support to the clients, the Investment Advisor, and the team.
What will you do?
- Provide initiative-taking and superior client service with a problem-resolution focus and attention to details.
- Consult with various head office departments for execution as necessary.
- Be willing to answer our busy phones and complete the task/request/trade from the client to the best of your abilities with minimal supervision.
- Excellent communication skills for reporting notes to Sales Force and sharing valuable information and collaboration with team members.
- Respond to client account inquiries and remain accountable to follow-up, as required.
- Willingness to take on all levels of cash management tasks such as: identifying and clearing trade debits, raising cash for regular scheduled transactions, sending out on-demand funds, assisting clients with sending in funds to their DS accounts.
- Assist clients with WM Online set up, access, navigation, e-statement switch or retrieval.
- Assist clients and their Accountants (our COIs) with custom tax reporting as needed.
- Gather research reports, run client portfolio reports as requested by the IA.
- Assist with generating ideas and execution of multiple marketing initiatives such as our weekly and quarterly newsletters.
- Project management independence and ability to complete special projects on required timeline.
- Enjoy opportunities to do challenging work and to build close relationships with clients.
- Participate and be a team lead on updates such as operational procedures, compliance, new technology and best practices.
What do you need to succeed?
Must-have
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- A self-directed individual with a growth and goals-oriented mindset
- Exceptional written and verbal communication skills
- High quality time management skills
- Strong Microsoft Office skills, especially Excel
Nice-to-have
- Knowledge of RBC DS systems and procedures
- 2 years or more of professional experience within investment industry
- Meticulous attention to detail and strong problem solving and analytical
- skills
- Advanced client service skills
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 applicable
- Leaders who support your development through coaching and managing opportunities
- An opportunity to make a difference and have a lasting impact on the lives of others
- Work in a dynamic, collaborative, progressive, and high-performing team
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
About RBC
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 94,000+ 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 more than 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 www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.