27 Aug
|
RBC Dominion Securities
|
Winnipeg
27 Aug
RBC Dominion Securities
Winnipeg
What is the opportunity?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.What will you do?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.Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).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.Effectively manage incoming communications from clients, Advisors and other internal and external partners.Assist the Advisor team in welcoming and onboarding new clients.Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures,
newsletters.Follow up on client trades to ensure proper settlement and delivery.Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.What do you need to succeed?Must‑haveCanadian Investment Regulatory Exam, CIRE.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 that will come across as professional, warm, and friendly to our clients.Nice‑to‑haveKnowledge of RBC Dominion Securities’ systems and procedures.Experience in the securities industry is an asset.What’s in it for you?We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual.A comprehensive Total Rewards Program including bonuses and adaptable benefits, competitive compensation, commissions, and stock where applicable.Leaders who support your development through coaching and managing opportunities.An 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.A world‑class training program in financial services.Job SkillsAccount Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management.Job DetailsLocation: 4 Robert Speck Pkwy, Mississauga, CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2026-05-07Application Deadline: 2026-05-22Pay Range: $37,500.00 – $50,000.00Equal Employment OpportunityAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.#J-18808-Ljbffr
📌 Associate - C$37,500 - C$50,000 A Year (Winnipeg)
🏢 RBC Dominion Securities
📍 Winnipeg