Job Description The RBC Dominion Securities Branch located in Oakville, ON is looking for an Associate to join the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional manner. What you will do: Input and follow-up on client orders as directed by IA’s Meet and greet prospects and clients Investigate and follow-up on all client inquiries Utilize contact management system for all necessary follow up Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate Follow-up on client trades to ensure proper settlement and delivery Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports What do you need to succeed? Must-have Minimum of 1 year experience in the Investment field working as an Assistant/Associate Canadian 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 Exceptional verbal and written communication skills 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 flexible 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, team-oriented, progressive, and high-performing team The chance to work in a dynamic, collaborative, progressive, and high-performing team A world-class training program in financial services Job Skills

📌 Associate (Oakville)
🏢 RBC Dominion Securities
📍 Oakville