Associate

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities located in downtown Toronto, ON is currently seeking a licensed Associate for a growing top Executive IA team. The successful candidate will possess 3-5 years of industry experience, a passion for service excellence, and thrive in a fast paced team environment. This individual will be responsible for the day to day administrative needs for clients and have the unique opportunity for mentorship, and skill development as they work in a supporting role on the team. This is an exciting, challenging role in one of the largest Branches in the system. The ability to learn and grow in this role is vast.

What will you do?

• Bulk trading of fixed income and equity securities for discretionary accounts as directed by the Portfolio Manager.
• Maintaining and updating of models in ClientLink
• Facilitating private placements investments on an ad hoc basis
• Raising cash for withdrawal requests and fees
• Maintaining cash balances (ie Raising cash for withdrawal requests and fees, clearing debits, investing cash balances)
• Preparing client reports and gathering research

What do you need to succeed? Must-have

• The ideal candidate should have at least 3-5 years of experience in the investment field working as an assistant/associate
• Successful Completion of CSC/CPH
• Administrative experience
• Excellent time management skills and the ability to prioritize work
• Strong organizational skills with the ability to multi-task/attention to detail/problem solving skills
• Excellent verbal and written communication skills in English
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Experience using Microsoft Office

Nice-to-have

• Knowledge of RBC Dominion Securities systems
• Good understanding of fixed income and equity markets
• Proficiency in Excel
• Post-secondary degree

Whats 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, highly competitive compensation, commissions, and stock where applicable
• Work in a dynamic, collaborative, progressive, and high-performing team
• Financial strength and strong brand

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

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-11-06

Application Deadline:

2025-01-04

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and 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.