Senior Associate

Job SummaryJob DescriptionWhat is the Opportunity?The RBC Dominion Securities branch located in Toronto, ON is looking for Senior Associate to provide support to support a successful Advisory Team.You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Investment Advisor.What will you do?Coordinate and prepare meetings for the Advisor 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.Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).Assist the Investment Advisor 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.Help update teams communication channels: websites, LinkedIn, Facebook, brochures, newsletters.What do you need to succeed?Must HaveCompletion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)Strong Microsoft Office Suite skillsHigh level of time management and organization skillsDemonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clientsA minimum of 5 years of experience within wealth management/securities industryNice to HaveKnowledge of RBC Dominion Securities systems and proceduresJob SkillsAccount Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress:2345 YONGE ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-24Application 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.