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RBC

Associate

RBC
Location
Regina, SK
Details
Full Time
5 days ago
What is the opportunity?

RBC Dominion Securities Branch located in Regina is looking for an Associate to join their team. You will work with a successful Wealth Advisor Team and will provide clients with exceptional service in an efficient and professional manner.

What will you do?
  • Deliver a superior client experience in assisting clients with day to day requests and ongoing proactive service calls.
  • Assist with regular client communication: website, client events, market updates, etc.
  • Prepare account opening documentation
  • Follow up on documentation with clients or back office as required
  • Follow up on client trades to ensure proper settlement and delivery
  • Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
  • Maintain all pending plan transfers to ensure proper settlement and delivery
  • Schedule portfolio reviews
  • Prepare client review materials, correspondence and reports
  • Utilize contact management system for daily task management and client record-keeping
  • Assist in filing and preparing mailings such as seminars, newsletters and information packages.
  • Conduct various administrative functions as required including the review of incoming mail and answering telephone calls

What do you need to succeed?

Must-have
  • Exceptional client service skills
  • Exceptional organization and time management skills with the ability to multi-task
  • Be able to work in a high pressure environment and experience meeting strict deadlines
  • Strong ability to work and adapt with technology and fluency in Excel and Word.
  • Team oriented

Nice-to-have
  • CSC/CPH/CFP/PFP
  • Experience in the financial services industry
  • Business development experience

What's in it for you?
  • 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
  • The ability to learn about how to deliver a customer service that leaves our client with a wow experience.


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JOB SUMMARY
City:Regina
Address:2010 11th Avenue
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:05/22/2021
Platform:Wealth Management

Req ID:356436
Ad Code(s):
Category
Sales and Marketing