Associate
RBC
Sherbrooke, QC
What is the opportunity?

The RBC Dominion Securities Sherbrooke branch is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts, trades, and by responding to client inquiries.

What will you do?

  • Accurately execute client trades ensuring the adherence to industry and company regulations
  • Follow up on client trades to ensure proper settlement and delivery
  • Take the lead on the most complex client files
  • Provide support, direction, advice, leadership and ongoing coaching to the advisory team's sales support team members
  • Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
  • Support the Investment Advisors in the preparation of client reviews and presentations
  • Request information and documentation from clients in order to open accounts and keep client files up to date
What do you need to succeed?

Must-have

  • Registration with IIROC as an Investment Representative (IR), or registration within 15 months
  • Minimum of 5 years of experience in securities industry
  • Strong Microsoft Office Suite skills, especially Excel
  • Fluency in English and French, both verbal and written
  • Meticulous attention to detail and excellent time-management skills
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Nice-to-have

  • Knowledge of RBC Dominion Securities’ systems and procedures, an asset
  • Enthusiastic, committed, and entrepreneurial spirit
  • Knowledge of daily economic news
What’s 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, flexible benefits, and competitive compensation
  • Management that supports your work and progression
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Financial strength and strong brand
  • Prestige