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Associate

RBC

This is a Contract position in Montreal, QC posted October 15, 2021.

What is the opportunity?

RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team in the heart of downtown Montreal. 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 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
  • Assist in preparing mailings such as seminars, newsletters, and information packages
  • Coordinate meetings for the Investment Advisors, print and distribute reports
  • 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), or to be successfully completed upon starting
  • Excellent verbal and written communication skills in English and French
  • 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

 

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

 

 

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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:  10/31/2021 
Platform:  Wealth Management 
Req ID:  400558
Ad Code(s):