Location
Winnipeg, MB | Canada
Job description
Job Summary
What is the opportunity?
The RBC Dominion Securities branch located in Winnipeg is seeking an Associate to provide administrative and trading support for a high performing Wealth Advisory Team delivering bespoke financial solutions and world-class service.
Job Description
What will you do?
- Client account management: Oversee client accounts diligently, tracking key activities and ensuring meticulous execution and follow-up.
- Client interaction: Engage with our elite clientele daily, managing account and documentation queries, and executing trade instructions with precision.
- Trading support: Gain expertise in our trading systems, handle trade inputs, and provide essential backup trading support.
- Team collaboration: Join a collaborative environment where your role intertwines with various team functions, from documentation to client communications, contributing to seamless client experiences.
- Client service excellence: Uphold our legacy of world-class client service, making every interaction with clients professional, warm, and efficient.
Must-have
- Effective communication: Showcase your exceptional verbal and written communication skills, ensuring professionalism in all client and team interactions.
- Superior problem resolution: Utilize your superior problem resolution skills to offer proactive client service, addressing issues promptly and effectively.
- Self-motivation and strong work ethics: Your confidence and strong work ethic will be key to maintaining the high standards our clients expect.
- Qualifications and certifications: Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) strongly preferred, with the requirement to complete these within 6 months of hiring if not already done.
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.
- Career advancement: Leaders who support your development through coaching and managing opportunities. A world-class training program in financial service.
- Dynamic team: Work alongside industry experts in a high-performing, progressive team environment.
- Rewarding compensation: A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Job satisfaction: Ability to make a difference and lasting impact
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details
Address:
201 PORTAGE AVE:WINNIPEG
City:
WINNIPEG
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-03-07
Application Deadline:
2024-03-30
I nclusion and Equal Opportunity Employment
At 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.
Job tags
Salary
