Job Description & How to Apply Below
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.
The Role
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.
Top 5
Job Responsibilities
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
Partner with the Client Experience Associate to execute, manage, and audit your Investment Advisor’s contact service plan
Execute a world class account opening and onboarding experience in‑person and/or digitally
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
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
Qualities of the Ideal Candidate
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
Required Qualifications & Work Experience
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
Considered an Asset
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
What’s in it for you?
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
Job Skills
Account Management
Customer Success
Decision Making Financial Regulation
Group Problem Solving
Interpersonal Relationships
Investment Risk Management
Additional Job Details
Address: 42 WYNDHAM ST N, GUELPH
City:
Guelph
Count…
Position Requirements
10+ Years
work experience
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