What is the opportunity?
RBC Dominion Securities Branch located in Marine Gateway is looking for an Associate to join their team. You will support a developing and growing Investment Advisor’s business and will provide clients with exceptional service in an efficient and professional manner. For more information, please visit: https://www.rbcds.com/
What will you do?
- Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate
- Follow-up on client trades to ensure proper settlement and delivery
- Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
- Utilize contact management system for daily task management
- Provide world class client service to our valued clients
What do you need to succeed?
Must Have
- The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate
- Successful Completion of CSC/CPH, or willingness to complete within 6 months of start date
- Exceptional client service skills and experience
- Administrative experience
- Fluent in Mandarin or Cantonese
Nice-to-have
- Knowledge around Dominion Securities systems an asset
- Marketing Experience
- Good understanding of bond, preferred share and equity markets
- Undergraduate degree
- Knowledge on portfolio balancing
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