Finance & Banking Associate,Financial Consultant Job Kingston area,Ontario Canada,Finance & Banking

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities branch located in Kingston 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?

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.

Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.

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.

Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

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

Canadian Investment Regulatory Exam, CIRE or CSC/CPH

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 Openings, Client Onboarding, Client Reporting, Collaborating, Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Event Planning, Group Problem Solving, Internal Controls, Interpersonal Relationships, Knowledge Organization, Learning Quickly, Operations Processes, Problem Solving, Standards Compliance, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address:

366 KING ST E:

KINGSTON

City:

Kingston

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

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 Range

The 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.


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Job Posting Language

Finance & Banking Associate, Financial Consultant