Associate
RBC
Concord, ON
What is the opportunity?

RBC Dominion Securities Vaughan Branch is looking for an Associate to join their team. You will support an established and growing Investment Advisor's Discretionary Portfolio Management business and will provide clients with exceptional service in an efficient and professional manner.

What will you do?

Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate
Follow-up on client trades to ensure proper settlement and delivery, and assist in bulk trading.
Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
Utilize contact management system for daily task management
Provide world class client service to our valued clients
What do you need to succeed?

Must-have

Successful Completion of CSC/CPH within 6 Months
Exceptional client service skills and experience
Administrative experience

Nice-to-have

Knowledge around Dominion Securities systems an asset
Marketing Experience
Some understanding of financial markets
Undergraduate 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
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team