What is the opportunity?
The RBC Dominion Securities Branch located in London, ON is looking for a part-time Associate to join an Investment Advisor's team. By joining the team you will participate in maintaining, developing and growing the business by providing exceptional service in an efficient and professional manner. The ideal candidate should have at least 1 year of experience in the investment field working as an Associate.
What will you do?
Assist our valued clients by following up on client orders as directed by our Investment Advisor
Review daily transactions
Help the Investment Advisor prepare for client meetings
Investigate and follow-up on all client inquiries
Monitor all pending plan transfers to ensure completion in a timely manner
What do you need to succeed?
Fluency in English, both verbal and written
CSC & CPH
Strong attention to detail and excellent time-management skills
Passion for investments
World class client service skills that will come across as professional, warm and friendly to our clients
At least 1 year of experience in the investment field working as an associate
Business degree from college or university
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.
Opportunity to work with a successful team in London
Opportunities to do challenging work
Ability to make a difference and lasting impact
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Address: 148 Fullarton Street
Work Hours/Week: 37.5
Work Environment: Branch
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Variable Bonus
Required Travel (%): 0
People Manager: No
Application Deadline: 05/29/2020
Platform: Wealth Management
Req ID: 242257