Associate
RBC
Charlottetown, PE
What is the opportunity?

The RBC Dominion Securities Charlottetown branch is currently seeking an Associate to join their office. 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 and by responding to client inquiries.

What will you do?

  • Responsible for the professional servicing of incoming telephone and email contacts from clients
  • Support the Investment Advisors with administrative tasks and preparation of daily work
  • Request information and documentation from clients in order to open accounts and keep client files up to date
  • Accurately execute client trades ensuring the adherence to industry and company regulations
What do you need to succeed?

Must-have

  • Excellent communication skills, both verbal and written
  • 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
  • Post-secondary degree an asset or business office diploma or business training courses
Nice-to-have

  • Enthusiastic, committed, and entrepreneurial spirit
  • Professional experience within the financial services industry
  • Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook Course
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
  • 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