What is the opportunity?
The RBC Dominion Securities Guelph Branch is currently seeking an Associate (to cover a maternity leave) and join a well-established team. 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, Advisors and other internal and external partners
Support the Investment Advisor in general administrative duties in the management of client accounts
Support the Investment Advisor in the preparation of client reviews and presentations
Request information and documentation from clients in order to open accounts and keep client files up to date
Follow up on client trades to ensure proper settlement and delivery
Monitor all pending transfers to ensure completion on a timely basis
What do you need to succeed?
Excellent communication skills, both verbal and written
Proficiency with Microsoft Office Suite
Completion of the Canadian Securities Course (CSC)
Completion of the Conduct and Practices Handbook Course (CPH) or commitment to complete within two months and become a registered/approved Investment Representative (IR) with IIROC
Accuracy, attention to detail, and organizational skills
Relevant experience in the financial sector
Enthusiastic, committed, and entrepreneurial spirit
Knowledge of daily economic news
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
A world-class training program in financial services