Associate

Job SummaryJob DescriptionWhat is the opportunity?If you want to jump into an entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced Associates, Advisors, and Financial Planners in the country, then you should definitely read on!The Elinesky Schuett Private Wealth team of RBC Dominion Securities (Elinesky Schuett) is one the largest and fastest growing advisor teams in the country. Our mission is to make lives better through a people-first approach to wealth management and our goal is to be the premier wealth service provider in the region to high net worth individuals by delivering a world class investment management, wealth management, and client service experience.Please Note: This role is in anticipation of future hiring to achieve our growth goals.The roleThe Associate role works partners with other team members to deliver high quality service to our new and existing clients through ongoing, creative, proactive, and efficient support across day-to-day client service, account administration, and wealth management support. This role is as much instrumental to supporting specific Investment Advisors and their client book as it is instrumental in supporting cross training, leading or contributing to strategic initiatives, and supporting with capacity during urgent or peak volume periods.What will you do?WORLD CLASS PRIMARY SERVICE CONTACT first point of contact to quarterback all client inquiries and requests for your Investment Advisors book of clients and ensure they are overly satisfied with our service levelsDRIVE OUR CONTACT SERVICE PLAN partner with the Investment Advisor and Client Experience Associate to support, manage, and track your Investment Advisors client service plan, including direct and frequent contact with clients to understand and act on their needsACCOUNT OPENING partner with the Associate team to execute a world class account opening, setup, and onboarding experience in-person and digitallyACCOUNT ADMINISTRATION partner with the Associate team to support and execute all day to day, seasonal, and ad-hoc account administration and reporting for clients to ensure all accounts are 100% compliant with internal controls and regulatory requirements and clients are receiving core reporting deliverables from our teamDEVELOP AND CROSS-TRAIN SERVICE KNOWLEDGE eagerly and proactively learn, develop, your service knowledge by exposing yourself to all service requests, complex client scenarios, and special projects and effortlessly share your best practices with the teamPromote and support a work environment that inspires innovation, creativity, collaboration and diversityWhat do you need to succeed?Must Have3+ years as an AssociateCanadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH)Demonstrated skills in providing world-class client service that will come across as professional, warm, thoughtful, and proactiveMeticulous attention to detail, strong organizational skills, and excellent time managementDemonstrated professionalism and ability to manage highly confidential informationExceptional verbal and written communication skills you have the ability to communicate with individuals at all levels and from various backgrounds, with confidence and graceNice to HaveSpecific experience with RBC Dominion Securities and its software productsExperience with Sales Force or other Customer Relationship Management (CRM) softwareStrong proficiency in video conferencing and messenger service applications (Slack, WebEx Teams, Microsoft Teams, Zoom, etc.)Strong proficiency in Microsoft Office Products: Outlook, Word, PowerPoint, Excel, etc.Whats in it for you?Elinesky Schuett attributes its growth and the success of its service offering on its people. We strive to attract and retain exceptional individuals by nurturing a diverse, equitable, and inclusive environment that is well-resourced, experienced, and engaged for career growth and personal development without compromising on competitive compensation, life-work balance, and service impact beyond the business. While working on our mission, some of the benefits our team members enjoy are:Competitive base salary and variable performance bonusesComprehensive health benefits, matching employee savings programs, and participation in the RBC Pension programA world-class training program in financial servicesCompetitive team and office perks including strong vacation, personal, sick, and flex day policiesHybrid work environment with vibrant office culture: additional flexibility as needed to accommodate life as things come up.Fun team events and social activitiesAbility to make a difference and a lasting impactEVPP3Job SkillsAccount Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress:42 WYNDHAM ST N:GUELPHCity:GUELPHCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-03-18Application Deadline:2024-06-17Inclusion 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.