Associate
RBC
Calgary, AB
What is the opportunity?

RBC Dominion Securities Branch located in Calgary (South Branch), AB is looking for an Associate to join their team. You will support a successful Investment Advisor's business by providing clients with quality client service and professionalism. The ideal candidates should have completed their CSC/CPH and have administrative experience in the financial industry.

What will you do?

Investigate and resolve inquiries related to accounts and refer to the Investment Advisor where appropriate
Follow-up on client trades to ensure proper settlement and delivery
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

The ideal candidate should have at least two years of experience in the investment field working as an assistant/associate
Exceptional client service skills
High attention for detail
Ability to multi task and meet tight deadlines
Successful completion of CSC / CPH

Nice-to-have

Knowledge around Dominion Securities systems an asset
Good understanding of bond, preferred share and equity 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