Senior Associate

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities branch located in Coquitlam is seeking a licensed and experienced Senior Associate to provide support to a dynamic Advisory Team.You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.What will you do?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.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 accountsEnsure 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.Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.What do you need to succeed?Must-haveUniversity or college degreeCanadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Investment Representative (IR)Minimum 10 years of experience in the financial services industryHigh level of time management and organization skillsAbility to work in a fast-paced environmentSelf-starter who takes initiativeDemonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clientsExceptional verbal and written communication skills via phone and email in EnglishStrong Microsoft Office Suite skillsNice-to-haveKnowledge of RBC Dominion Securities systems and proceduresWhats 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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial serviceThe expected base salary range for this particular position is $38,000 - $55,000 -- depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn considerably more through RBCs 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.RBCs 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 RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder value Job SkillsCustomer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job DetailsAddress:4720 KINGSWAY, TH 12:BURNABYCity:BURNABYCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-03-20Application Deadline:2024-05-25Inclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.