Associate
RBC
Fredericton, NB
What is the opportunity?

The RBC Dominion Securities Fredericton branch is currently seeking an Associate to join a well-established advisory team. The successful candidate will provide quality client service and help deepen client relationships through ongoing, efficient support to both clients and advisory teams.

What will you do?

  • Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
  • Support the Investment Advisor in general administrative duties in the management of client accounts
  • Support the Investment Advisor 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
  • Follow up on client trades to ensure proper settlement and delivery
  • Monitor all pending transfers to ensure completion on a timely basis
What do you need to succeed?

Must-have

  • Exceptional oral and written communication skills
  • Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)
  • Strong Microsoft Office Suite skills, especially Excel
  • 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

  • Professional experience within the financial services industry
  • Enthusiastic, committed, and entrepreneurial spirit
  • Post-secondary degree
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 and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Financial strength and strong brand
  • Prestige