Senior Associate
Royal Bank of Canada
- Burnaby, BC
- $38,000-55,000 per year
- Permanent
- Full-time
- Coordinate and prepare meetings for Advisors 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.
- Assist the Advisor team 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 accounts
- Ensure 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.
- Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
- University or college degree
- Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Investment Representative (IR)
- Minimum 10 years of experience in the financial services industry
- High level of time management and organization skills
- Ability to work in a fast-paced environment
- Self-starter who takes initiative
- 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 via phone and email in English
- Strong Microsoft Office Suite skills
- Knowledge of RBC Dominion Securities’ systems and procedures
- 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
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial service
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value