Associate
Royal Bank of Canada View all jobs
- London, ON
- $37,500-50,000 per year
- Permanent
- Full-time
- 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.
- Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.
- Canadian Investment Regulatory Exam, CIRE.
- Approval as an Investment Representative (IR) with CIRO
- 2 years or more of professional experience within the investment industry
- University degree
- Exceptional written and verbal communication skills in English
- High quality time management and organization skills
- Strong skills working with business applications/technology, including Microsoft Office Suite
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Knowledge of RBC Dominion Securities’ systems and procedures
- Meticulous attention to detail and strong problem solving and analytical skills
- Highly developed client service skills
- 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
- Work in a dynamic, collaborative, progressive, and high-performing team
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services