02 Nov
|
College of the Rockies
|
Canada
02 Nov
College of the Rockies
Canada
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.
Full time Marketing and Communications LeadRegular Full-timeDuties: Reporting to the Director, Marketing, Communications and Donor Relations and working closely with the other members of the Marketing and Co... 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 Cranbrook is looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant.
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. Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request. 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. Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant. Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). Effectively manage incoming communications from clients, Advisors and other internal and external partners.
Exceptional verbal and written communication in English Canadian Investment Regulatory Exam, CIRE Experience in the securities industry is an asset We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately 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 A world-class training program in financial services Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; Drives RBC’s high-performance culture Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software Full time 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 chance for all. Join our Talent Community Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. Applying to this posting allows you to express your interest in this current career opportunity at RBC.
📌 Lead Marketing Manager (Canada)
🏢 College of the Rockies
📍 Canada