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Associate

RBC

This is a Contract position in Montreal, QC posted November 21, 2020.

What is the opportunity?

RBC Dominion Securities is currently seeking an Associate to join a large advisory team specialized in providing wealth management services to a sophisticated clientele.

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 Advisors in general administrative duties in the management of client accounts Support the Investment Advisors 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?

Must-have Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) Strong Microsoft Office Suite skills 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 Excellent verbal and written communication skills in English and French Nice-to-have Knowledge of RBC Dominion Securities’ systems and procedures, an asset Minimum of 2 years of experience in securities industry Enthusiastic, committed, and entrepreneurial spirit 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 Join our Talent Community Stay in-the-know about great career opportunities at RBC.

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Expand your limits and create a new future together at RBC.

Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

JOB SUMMARY City: Montreal Address: 1 Place Ville Marie Work Hours/Week: 37.5 Work Environment: Branch Employment Type: Permanent Career Level: Experienced Hire/Professional Pay Type: Salary Variable Bonus Required Travel (%): 0 Exempt/Non-Exempt: N/A People Manager: No Application Deadline: 12/06/2020 Platform: Wealth Management Req ID: 293376 Ad Code(s):