Associate
RBC
West Vancouver, BC
What is the opportunity?

The RBC Dominion Securities West Vancouver Branch is looking to hire an Associate to join their team. You will provide administrative support to a growing and successful business by meeting strict deadlines and completing daily tasks with high attention to detail and care.

Please note: The successful candidate will also need to cover the Dominion Securities Branch in North Vancouver when neccessary.

What will you do?

Input and follow-up on client orders as directed by the Investment Advisor
Client meeting preparation as directed by the Investment Advisor
Investigate and follow-up on all client inquiries
Investigate and resolve inquiries related to accounts and refer to the Investment Advisor where appropriate
Assist with administrative projects
Maintain current knowledge of client accounts by reviewing daily activity online and via applicable reports

What do you need to succeed?

Must-have

CSC or willing to obtain
Excellent client service skills
Strong computer skills (Word, MS office, Excel)
Strong written and verbal communication skills
Meticulous attention to detail
Strong understanding of financial administration, account types, rules and regulations

Nice-to-have

CSC & CPH (IIROC licensed)
Post-secondary degree
A least 1 year of experience in a similar role (supporting an Investment Advisor)

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 flexible benefits, competitive compensation, 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