What is the opportunity?
RBC Dominion Securities Branch located in Richmond Hill, ON is looking to hire a Bilingual (English & Mandarin) Associate to join their branch. You will support an Advisory team by providing clients with exceptional service in an efficient and professional manner. The successful candidates should have completed their CSC/CPH and have at least 2 years of industry experience.
What will you do?
Communicating with clients, building relationships with clients and financial planning would be the primary goal.
Provide seamless service onboaring of new clients
Investigate and resolve account-related inquiries
Maintain current knowledge of client accounts by reviewing daily activity and applicable reports
Utilize contact management system for daily task management and client record-keeping
Assist the Portfolio Manager in preparation for client meetings
Organize client meetings with Wealth Management specialists
What do you need to succeed?
2+ years of experience in the wealth management industry as an assistant/associate
Fluent in English & Mandarin
Must have marketing and business development experience
Exceptional client service skills
Attention to detail and excellent time management skills
Aptitude to learn internal programs and procedures quickly
Ability to multi task and meet tight deadlines
Successful completion of CSC/CPH
Working knowledge of Dominion Securities systems, procedures and policies
Proficiency in Excel
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