Data by YubHub
Senior Associate
RBC Dominion Securities
Sponsorship not confirmed
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About the job
RBC Dominion Securities is a leading wealth management firm seeking a Senior Associate to join their Vancouver Royal Centre branch. As a Senior Associate, you will provide exceptional service and support to clients and the Advisor team, helping to deepen existing relationships and welcome new clients. Key responsibilities include: Maintaining existing client accounts and identifying opportunities to contact clients Responding to client inquiries in a timely and efficient manner Providing proactive client service and resolving problems effectively Managing incoming communications from clients, Advisors, and internal partners Assisting the Advisor team in welcoming and onboarding new clients Coordinating and preparing meetings for Advisors with clients/prospects Ensuring client files and documentation are accurate, up-to-date, and compliant Updating the team's communication channels, including websites, LinkedIn, and Facebook Following up on client trades to ensure proper settlement and delivery Supporting the Advisor team and client through the Wealth Management process Requirements: Canadian Investment Regulatory Exam (CIRE) Minimum 2 years of experience with a CIRO firm 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 Exceptional verbal and written communication skills in English Experience in the Wealth Management or Banking industry Nice-to-haves: Knowledge of RBC Dominion Securities' systems and procedures Benefits: 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 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 World-class training program in financial services The expected base salary range for this position is $40,000 - $50,000, with a discretionary/variable incentive payment up to 1.0x - 1.5x base salary. Job Data by YubHub .
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