Data by YubHub
Associate
RBC Dominion Securities
Sponsorship not confirmed
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About the job
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities branch located in Marine Gateway (South Vancouver), is seeking a bilingual (Mandarin) Associate to support a fast-growing advisory team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team. Responsibilities Conduct investment and market research, including equities, ETFs and macro trends Assist in portfolio monitoring, analysis and rebalancing and support development of portfolio strategies and recommendations Follow up on trading to ensure proper settlement and delivery Coordinate and prepare client review materials and investment proposals Assist with client onboarding and provide proactive client service with a focus on problem resolution and attention to details . Liaise with various departments for execution, where necessary 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. Requirements Exceptional communication skills in both English and Mandarin Investment Representative (IR) Licensed 2 years of industry related experience Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients Benefits 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 Opportunities to do challenging work Opportunities to take on progressively greater accountabilities Access to a variety of job opportunities across business and geographies The expected base salary range for this position is $40,000 - $50,000. This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary. Job Data by YubHub .
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