Finance & Banking Associate, Financial Advisor ​/ Consultant

Job Description

What is the opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities Winnipeg branch is looking for a resourceful, efficient and collaborative individual to join our team as an Associate.
What will you do?

Help manage incoming communications from clients, Advisors and other internal and external partners.

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 respond to client account inquiries and take ownership of follow-ups.

Manage competing priorities with ease, demonstrating a keen sense of organization and time management

Excel in operational excellence to drive efficiency, streamline processes, and ensure exceptional execution.

Complete administrative and operational tasks to support the Advisor: process incoming and outgoing funds, coordinate client meetings and prepare material for the Advisor, process account opening and maintenance documentation, etc.

Identify order issues and determine appropriate course of action for effective resolution.

Help build and execute business plans, client segmentation exercises, and client service plans.

Identify opportunities for asset consolidation and referrals across the existing client base

Support your advisory team with new client acquisition.

What do you need to succeed?
Must-have

Excellent communication skills, both verbal and written

Proficiency with Microsoft Office Suite

Relevant experience in the financial services industry

Meticulous attention to detail and strong organizational skills

Nice-to-have

Canadian Investment Regulatory Exam, CIRE

Post Secondary Education (College or University)

Dominion Securities (DS) or Retail Brokerage work experience

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

Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details

Address:

740 ROSSER AVE:

BRANDON

City:

Brandon

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:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 to bring our Purpose to life and create value for our clients and communities.

RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.