
Associate
- Collingwood, ON
- Permanent
- Full-time
- Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
- Assist advisor with managing and executing on their Client service plan and RBC partner/COI service plan.
- Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects and COIs.
- Tap into your superior problem resolution skills to provide proactive client service.
- Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
- Manage special projects for the team, including regulatory projects requiring account documentation updates or client communications and firm-led initiatives i.e. eStatement campaign
- Strong skills in working with various business applications/technology including Salesforce
- High level of time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication skills
- Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or within the first year of employment.
- Experience in the securities industry is an asset
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- An opportunity to make a difference and have a lasting impact on the lives of others
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services