01 Feb
RBC
British Columbia
Job Summary
Job Description
What is the opportunity?
RBC Dominion Securities is Canadas leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
The RBC Dominion Securities Vancouver Main Branch is looking for a licensed Client Experience Associate to join a highly successful Investment Advisor team.
Your role on the team will be to provide administrative support, including high quality proactive & reactive customer service, and develop relationships with new and existing clients.
What will you do?
This position calls on your client-focused service expertise to maximize each client interaction. Proactively engage in building rapport and maintaining client relationships.
Assist the Investment Advisor team with client onboarding, including preparing and executing account documentation.
Help manage incoming communications from clients and other internal and external partners.
Coordinate and prepare for client meetings.
Maintain existing client accounts and identify opportunities to contact clients. This includes managing timelines and key dates for accounts.
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.
Manage the schedule of the senior Investment Advisor and assist in organizing client appreciation events, marketing seminars and expert online presentations.
Draw on your social media skills to update the teams communication channels, including websites, LinkedIn, brochures, newsletters.
What do you need to succeed?
Must-have
Excellent time management and organization skills
Meticulous attention to detail.
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 in English
Aptitude to build quality relationships.
Strong Microsoft Office Suite skills
Completion of the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH) and receipt of Investment Representative (IR) securities license OR ability to complete within 6-12 months of employment.
Nice-to-have
Knowledge of RBC Dominion Securities systems and procedures
Experience with Salesforce application
Experience in the Investment or Finance Industry
Whats in it for you?
We thrive on the challenge to be our best, to keep growing,
and work together to deliver trusted advice to help our clients thrive. We care about each other, reaching our potential, making a difference to our communities and achieving mutual success.
A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative and high-performing team
Opportunities to do challenging work
Opportunities to building close relationships with clients
The expected total compensation range for this position is $50,000 - $60,000 depending on factors including, but not limited to, the candidates experience, skills, registration status, market conditions and business needs.
You have the potential to earn considerably more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBCs high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software
Additional Job Details
Address:
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER City:
VANCOUVER Country:
Canada Work hours/week:
37.5 Employment Type:
Full time Platform:
WEALTH MANAGEMENT Job Type:
Regular Pay Type:
Salaried Posted Date:
2025-01-17 Application Deadline:
2025-02-08 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion 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.
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