Finance & Banking Associate, Wealth Management

Job Description

ELINESKY SCHUETT PRIVATE WEALTH OF RBC DOMINION SECURITIES

Guelph, Ontario

If you want to jump into an entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced associates, advisors, and financial planners in the country, then you should definitely read on!

Elinesky Schuett Private Wealth of RBC Dominion Securities is one of the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning to money and we do this by delivering world class investment management, wealth management, and client service experiences. We also actively participate and support many local community initiatives in Guelph, Wellington County, and the surrounding areas.

We have a large 16 person team and the Associate role partners with other team members to deliver high quality service to our new and existing clients through ongoing, proactive, and efficient support across day‑to‑day client service, account administration, and wealth management support. This role is as much instrumental to supporting specific Investment Advisors and their client book as it is instrumental in supporting cross training, leading or contributing to strategic initiatives, and supporting with team capacity during peak volume periods.

• World class primary service contact – first point of contact to quarterback all client inquiries and requests for your Investment Advisor’s book of clients and ensure they are overly satisfied with our service levels – bring ideas back to the team for continued creativity and improvement.
• Drive our contact service plan – partner with the Client Experience Associate to execute, manage, and audit your Investment Advisor’s contact service plan.
• Account opening – execute a world class account opening and onboarding experience in‑person and/or digitally.
• Account administration – execute all day‑to‑day, ad‑hoc, and infrequent account administration to ensure our client’s needs are well serviced and ensure all accounts are 100% compliant with internal controls and regulatory requirements.
• Develop and cross‑train service knowledge – eagerly learn, develop, and test the breadth and depth of your service knowledge by exposing yourself to all service requests, complex client scenarios, and special projects and ensure that your fellow associates are exceptionally cross‑trained.

• Compassion, patience, and care are among your biggest assets.
• Proactive, helpful, and thoughtful service is second nature to you.
• You are a trustworthy team player with high integrity, a strong work ethic and self‑discipline.
• You are enthusiastic, committed, and have an entrepreneurial spirit.
• You learn rapidly, eagerly, and without fear.
• You are resilient to changing priorities, tasks, and adopting new technologies.

• 3+ years as an Associate.
• IR Registered with CIRO.
• Demonstrated skills in providing world‑class client service that will come across as professional, warm, thoughtful, and proactive.
• Meticulous attention to detail, strong organizational skills, and excellent time management.
• Demonstrated professionalism and ability to manage highly confidential information.
• Exceptional verbal and written communication skills – you can communicate with individuals at all levels and from various backgrounds, with confidence and grace.

• Specific experience with RBC Dominion Securities and its software products.
• Experience with Sales Force or other Customer Relationship Management (CRM) software.
• Strong proficiency in video conferencing and messenger service applications.
• Strong proficiency in Microsoft Office Products.
• Comfortable proficiency in AI tools like ChatGPT, Claude, or Perplexity.

• Competitive base salary and variable performance bonuses.
• Comprehensive health benefits and matching programs.
• Competitive team and office perks including strong vacation, personal, sick, and flex day policies.
• Fun team events and active participation in the community.

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

• Address: 42 WYNDHAM ST N:
  
  GUELPH
• City:
  Guelph
• Country:
  Canada
• Work hours/week: 37.5
• Employment Type:
  
  Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type:
  
  Salaried
• Pay Range: $37,500.00 – $50,000.00 (Variable incentive up to 1.0x)

RBC is an equal opportunity employer and values diversity and inclusion.