You're using an older version of Internet Explorer that is no longer supported. Please update your browser.
RBC

Associate

RBC
Location
Saskatoon, SK
Details
Full Time
7 days ago
What is the opportunity?

RBC Dominion Securities Branch located in Saskatoon, SK is looking to hire an Associate to assist an established Investment Advisor, with a focus on Commodity Futures & Options. You will be supporting the business by providing clients with exceptional service in an efficient and professional manner.

What will you do?
  • Support the Investment Advisor in general administrative duties in the management of client accounts
  • Interact with clients on a daily basis by phone, email, and in-person
  • Request information and documentation from clients in order to open accounts and keep client files up to date
  • Monitor all pending transfers to ensure completion on a timely basis
  • Business development activities as opportunities are identified
  • Place trades and follow up to ensure proper settlement and delivery
  • Analyze equity and derivative markets to identify potential value creation opportunities
  • Prepare documentation/presentations for client and prospect meetings
  • Manage and participate in the Wealth Management process
  • Prepare and present financial projections for clients
  • Identify opportunities and make referrals to RBC Wealth Management and RBC Royal Bank Partners as appropriate
  • Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisorsand other internal and external partners

What do you need to succeed?

The successful candidate will possess a knack for client service along with a keen sense of organization and attention to detail. Candidates must be resourceful and able to demonstrate or learn the skills required to support the management of clients' wealth and investment portfolios.

Must-have
  • Exceptional client service skills and attention to detail
  • Excellent organizational and time management skills
  • IIROC license (RR preferred)
  • Experience speaking to clients regarding their investment portfolios
  • Successfully completed Canadian Securities Course
  • Successfully completed Conduct and Practices Handbook Course

Nice-to-have
  • Advanced proficiency in Excel
  • Strong understanding of technical & fundamental analysis techniques
  • Strong understanding of the utilization of derivatives for hedging and risk management activities
  • At least 5 years of financial industry experience, preferably with a background in trading derivative products (options, futures, etc.)
  • Completion of Futures Licensing Course
  • Completion of Derivatives Fundamentals and Options Licensing Course

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


Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign upand get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .

JOB SUMMARY
City:Saskatoon
Address:Saskatoon
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:07/04/2021
Platform:Wealth Management

Req ID:367458
Ad Code(s):
Category
Sales and Marketing