Associate

Rsum du travailDescription du posteWhat 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 Moncton is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.What will you do? Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.Effectively manage incoming communications from clients, Advisors and other internal and external partners.Assist the Advisor team in welcoming and onboarding new clients.Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.Draw on your social media skills to update the teams communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.Follow up on client trades to ensure proper settlement and deliverySupport the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.What do you need to succeed?Must-haveCanadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)A minimum of 2 years of relevant experience in the securities industryExceptional verbal and written communication skills in English and French.Strong skills working with business applications/technology, including Microsoft Office SuiteHigh quality time management and organization skillsDemonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clientsNice-to-haveKnowledge of RBC Dominion Securities systems and proceduresWhats in it for you?We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from: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 opportunitiesAn opportunity to make a difference and have a lasting impact on the lives of othersWork in a dynamic, collaborative, progressive, and high-performing teamThe chance to work in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesComptences professionnellesGestion des comptes, Gestion du risque en matire d'investissement, Group Problem Solving, Prise de dcision, Rglement financier, Relations interpersonnelles, Succs de la clientleDtails supplmentaires de lemploiAdresse :633 MAIN ST:MONCTONVille :MONCTONPays :CanadaNombre dheures de travail par semaine:37.5Type demploi:temps pleinSecteur dactivit:Gestion de patrimoineType de fonction:RgulierType dchelle salariale :SalariDate daffichage :2024-03-22Date limite des candidatures :2024-06-01Inclusion et quit en matire demploi RBC, nous favorisons la diversit et linclusion pour stimuler linnovation et la croissance. Nous nous engageons btir des quipes inclusives et un milieu de travail quitable pour que nos employs puissent tre entirement eux-mmes au travail. Nous agissons contre les ingalits et les biais systmiques afin de soutenir notre clientle, nos collectivits et notre effectif diversifis.Nous veillons galement aux questions daccessibilit pour nos employs ventuels ayant des capacits diffrentes. Veuillez communiquer avec nous si vous avez besoin damnagements pendant le processus de recrutement.Joignez-vous notre communaut de talentsTenez-vous au courant des formidables perspectives de carrire offertes RBC. Inscrivez-vous et recevez des renseignements sur les plus rcentes offres demploi et les activits de recrutement qui vous intressent, de mme que des conseils en matire de gestion de carrire.Repoussez vos limites et btissez un nouvel avenir RBC. Dcouvrez comment nous mettons notre passion et notre motivation au service du bien-tre des clients et des collectivits jobs.rbc.com.