What is the opportunity?
RBC Dominion Securities Branch located in downtown Vancouver is looking for an Associate to join a growing team by providing exceptional client service and administrative support. The ideal candidate will 1-2 year of experience in the investment field working as an IIROC licensed Associate (IR).
What will you do?
- Complete New Account Documentation & KYC Forms
- Ensure Existing Account Documentation & KYC Forms are Complete and Accurate
- Investigate and resolve inquiries 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
- Completing special mailings such as promotional mailings, Christmas cards, client letters, etc.
- Scanning & Filing of Client Documents and Meeting Notes into Client Electronic Files
What do you need to succeed?
Must-have
- The ideal candidate will have at 1 year of experience in the investment field working as an Associate
– IIROC licensed as an Investment Representative (IR) – Mandatory
- Excellent verbal and written English skills – excellent communicator over the telephone
- Exceptional client service skills
- Attention for detail
- Ability to successfully multi-task and change priorities mid-stream, as required
- Strong organizational skills
- Advanced Microsoft Office skills (Work, Excel and PowerPoint)
Nice-to-have
- Knowledge of Dominion Securities systems an asset
- Good understanding of bond, preferred share and equity markets
- Mandarin and/or Cantonese verbal and written skills
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
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
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JOB SUMMARY
City: Vancouver
Address: 1055 West Georgia St, 32nd Floor
Work Hours/Week: 37.5
Work Environment: Branch
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Variable Bonus
Required Travel (%): 0
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 11/30/2021
Platform: Wealth Management
Req ID: 422623
Ad Code(s):