Finance & Banking Associate, Bilingual
What is the opportunity?
The RBC Dominion Securities branch located in Newmarket/Aurora is seeking an Associate to provide administrative support to our Investment Advisors. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
What will you do?- Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
- Respond to client inquiries in an understanding and time‑efficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
- Effectively manage incoming communications from clients, Advisors and other internal and external partners.
- Assist the Advisor team in welcoming and onboarding new clients.
- Become well‑versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up‑to‑date and compliant.
- Draw on your social media skills to update the team’s communication channels, including websites, Linked In, Facebook, brochures, newsletters.
- Follow up on client trades to ensure proper settlement and delivery.
- Canadian Investment Regulatory Exam, CIRE.
- Strong Microsoft Office Suite skills.
- High level of time management and organization skills.
- Demonstrated skills in providing world‑class client service that will come across as professional, warm, and friendly to our clients.
- Exceptional verbal and written communication skills in English.
- Knowledge of RBC Dominion Securities’ systems and procedures.
- Experience in the securities industry is an asset.
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 service.
Client Service, Communication, Detail‑Oriented, Financial Products, Group Problem Solving, Investments, Teamwork, Work Collaboratively.
Additional Job DetailsAddress: 14785 YONGE ST:
AURORA
City: Aurora
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date:
Final date to receive applications:
Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.
Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.
Pay RangeThe expected pay range for this position is:
- $37,500.00 - $50,000.00
- This position includes competitive‑based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: 1.0x.
- RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps…
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