Associate

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canadas leading full-service investment and wealth management firm and is backed by Canadas leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.The RBC Dominion Securities branch located in Nova Scotia is seeking an Associate to provide administrative support to a successful, high performing Advisory Team. The team is currently made up of five team members, with three located in Truro and two located in Halifax. This new team member would be based in Halifax and provide quality client service and support to the two individuals the will work closely with.What will you do? Work with a great team in a dynamic and rewarding environmentWork in a fast-paced environment dealing with HNW clientsFocus on key areas of support for the Advisor team, including:Financial literacy for client familiesPartnering coordination with internal RBC and external COI networkWealth management coordination for new and existing clientsInvestment management operations for team trade execution, process Investment Policy Statement updates, bulk tradingOversee and implement the social media strategy for the teamSupport the team in administrative tasks such as new client onboarding, meeting preparation, cash flow and other client quests, as well as tax planning coordinationUse Salesforce to document client communication from meetings and reviewsFollow up on account administration with clients or back office as requiredIn some cases work with limited supervision on short-term projectsWhat do you need to succeed?Must-haveUndergraduate degree or equivalentSuccessful completion of Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) or willingness to obtain within 6 months of employment start dateExceptional client services skillsMeticulous attention to detail and excellent time management and organizational skillsExcellent verbal and written communication skills in EnglishStrong Microsoft Office Suite skillsAbility to work well within a team, but also independently with limited supervision on individual projectsNice-to-haveKnowledge of RBC Dominion Securities systems and proceduresPrevious work experience in the RBC bank networkIndustry experience of 2+ yearsBilingual in English and French would be an assetWhats 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 compensationLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesJob SkillsCustomer Success, Decision Making, Detail-Oriented, External Customers, Group Problem Solving, High Net Worth Individuals, Interpersonal Relationships, Microsoft Office, Office Administration, Salesforce (Software), Teamwork, Time Management, Written CommunicationAdditional Job DetailsAddress:1959 UPPER WATER ST, UNIT 1400:HALIFAXCity:HALIFAXCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-11Application Deadline:2024-06-01Inclusion 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.