Associate

About this role

<p><b><u>Job Description</u></b></p><p><b>What is the opportunity?</b></p><p>RBC Dominion Securities is Canada’s 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. </p><p></p><p>The RBC Dominion Securities branch located in Mississauga is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.</p><p></p><p>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.</p><p></p><p><b>What will you do? </b></p><ul><li><p>Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.</p></li><li><p>Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).</p></li><li><p>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.</p></li><li><p>Effectively manage incoming communications from clients, Advisors and other internal and external partners.</p></li><li><p>Assist the Advisor team in welcoming and onboarding new clients.</p></li><li><p>Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients

Apply for this role on Royal Bank of Canada’s official careers site.