What is the Opportunity?
The RBC Dominion Securities Inc. (“RBC DS”) Branch located in mid-town Toronto is looking for an Associate to join the Ascendant Wealth Partners team. You will provide quality service and help deepen relationships with existing clients through ongoing, efficient support to the Investment Advisors and their staff.
What will you do?
- 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
What do you need to succeed?
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
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
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Substantial career opportunity to grown into a more senior role on a well-established, fast-growing wealth management team
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details
170 BLOOR ST W:TORONTO
TORONTO
Canada
37.5
Full time
WEALTH MANAGEMENT
Regular
Salaried
2024-11-27
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.
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