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Job Description
Job Summary
Job Description
What is the opportunity
RBC Dominion Securities is Canadas leading full-service investment and wealth management firm and is backed by Canadas leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.
The RBC Dominion Securities branch located in Edmonton Arena District is looking for a resourceful efficient and collaborative individual to join the Bessette Wealth Management team as an Associate. Home Bessette Wealth Management of RBC Dominion Securities Inc. Edmonton Alberta
By providing ongoing exceptional service and support to our clients and our Advisor team you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact you will play a key role in maintaining client accounts ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.
What will you do
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively you will at times liaise with various departments to provide smooth and timely solutions.
- Assist in the coordination of client events with the advisor and any sponsors including event logistics invitations follow up with invitees execution of event and follow up
- Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
- Become well-versed in internal controls and industry regulatory requirements ensuring client files and other necessary documentation is accurate up-to-date and compliant.
- Follow up on client trades to ensure proper settlement and delivery
- Update client info in the teams contact management system. Maintain a record of client details interactions meeting notes and identify opportunities for follow up.
- Provide proactive client service with a focus on problem resolution and attention to detail. Liaise with various departments for execution where necessary.
- Assist the Advisory team with client onboarding.
- Help manage incoming communications; e.g. answer phone triage Advisors e-mails.
- Review incoming mail print reports and distribute accordingly.
- Assist with preparing mail outs of client info packages prospectuses newsletters invitations to seminars etc.
- Assist with special projects for the team including regulatory projects requiring account documentation updates or client communications and firm-led initiatives.
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements.
- Maintain complete and up-to-date client files within appropriate systems.
What do you need to succeed
Must-have
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook Course (CPH) is an asset
- Strong skills working with business applications/technology including Microsoft Office Suite
- High quality time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as professional warm and friendly to our clients
- Exceptional verbal and written communication skills
Nice-to-have
- Knowledge of RBC Dominion Securities systems and procedures
Whats 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
- 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 ManagementAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.
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Required Experience:
IC
Employment Type
Full-Time
