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Wolfville, NS
Full Time
7 days ago
What is the opportunity?
The RBC Dominion Securities Wolfville branch is currently seeking an Associate to join their team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?
  • Responsible for the professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
  • Support the Investment Advisors in general administrative duties in the management of client accounts
  • Support the Investment Advisors in the preparation of client reviews and presentations
  • Request information and documentation from clients in order to open accounts and keep client files up to date
  • Assist in preparing mailings such as seminars, newsletters, and information packages
  • Coordinate meetings for the Investment Advisors, print and distribute reports
  • Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?

  • Excellent verbal and written communication skills
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Strong Microsoft Office Suite skills, especially Excel
  • Meticulous attention to detail and excellent time management skills
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

  • Knowledge of RBC Dominion Securities' systems and procedures, an asset
  • Minimum of 2 years of experience in securities industry
  • Enthusiastic, committed, and entrepreneurial spirit

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
  • A world-class training program in financial services

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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 .

Address:410 Main Street
Work Hours/Week:37.5
Work Environment:Branch
Employment Type:Permanent
Career Level:Experienced Hire/Professional
Pay Type:Salary + Variable Bonus
Required Travel (%):0
People Manager:No
Application Deadline:04/16/2021
Platform:Wealth Management

Req ID:338740
Ad Code(s):
Sales and Marketing