Associate

Location

Edmonton, AB | Canada

Job description

Job SummaryJob DescriptionWhat is this opportunity? RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities branch located in Edmonton is seeking an Associate to provide administrative support to a successful Advisory Team. To provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and advisory teams. What will you do?

Help establish meeting agenda; assemble documents, key notes, and discussion points for advisory team; execute post-meeting workProvide proactive client service with a focus on problem resolution and attention to details and assist with client onboarding. Respond to general client inquiries (account transactions, requests for tax receipts, account reporting, etc.) and ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements (account opening, KYC updates, re-orgs, FATCA, W8-BEN, etc.)Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires.

Manage all tax communication / work with clients and accountants. Support advisory team with marketing material and social media updatesCoordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up. What do you need to succeed?

Must HaveCanadian Securities Course (CSC), Conduct & Practices Handbook CPH, and 30-day training (i.e., holds Investment Representative license with IIROC) or willing to obtain within 12 months of employmentStrong organizational and communication skillsComfortable using Microsoft Word, Excel, Outlook, and WebExNice to Have2 to 4 years of administrative experience preferably in wealth management, banking or insuranceWhat’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 which include competitive compensation and flexible benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsJob SkillsAccount Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress:10111 104 AVE NW:EDMONTONCity:EDMONTONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-03-04Application Deadline:2024-03-30Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities.

Please let us know if you need any accommodations during the recruitment process. Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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 tags

Salary