Finance & Banking Associate

Job Description

What is the opportunity?The RBC Dominion Securities branch located in Calgary Dome Tower is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.
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.

Follow up on client trades to ensure proper settlement and delivery

What do you need to succeed?
Must-have

Canadian Investment Regulatory Exam, CIRE

Strong skills working with business applications/technology, including Microsoft Office Suite

High quality 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

Nice-to-have

Knowledge of RBC Dominion Securities’ systems and procedures

Experience in the securities industry is an asset

What’s in it for you?We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual.

You will also benefit from:

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

An opportunity to make a difference and have a lasting impact on the lives of others

Work in a dynamic, collaborative, progressive, and high-performing team

The chance to 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:

333 7 AVE SW:

CALGARY

City:

Calgary

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 aboveI
nclusion and Equal Opportunity Employment
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 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.