Senior Associate
Role Overview
What is the opportunity?
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.
We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
We are seeking a Senior Associate to join our team.
What will you do?
• Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required.
• Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
• Respond to client account inquiries and remain accountable to follow-up, as required.
• Help build and execute business plans, client segmentation, and client service plans.
• Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
• Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
• Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
• Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.
What do you need to succeed?
Key Skills for This Role
Full Job Posting
Must-have
- Canadian Investment Regulatory Exam, CIRE
- University degree
- A self-directed individual with a growth and goals-oriented mindset
- Exceptional written and verbal communication skills
Nice-to-have
- 4 years or more of professional experience within investment industry
- Meticulous attention to detail and strong problem solving and analytical skills
- Highly-developed client service skills
- 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 Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
- Additional Job Details
- Address:
- ROYAL BANK PLAZA, 200 BAY ST:TORONTO
- City:
- Toronto
About Royal Bank of Canada
Diversified multinational financial services and banking institution.
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