Job Summary

Job Description

What is the opportunity? 
The RBC Dominion Securities Abbotsford branch is currently seeking a licensed Associate to assist an established Private Investment Management (PIM) team. The successful candidate will possess a passion for service excellence and thrive in a dynamic and fast-paced team environment.

What will you do?

Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where necessaryFollow-up on client trades to ensure proper settlement and deliveryMaintain current knowledge of client accounts by reviewing daily activity through internal reports and applicationsReview portfolios regularly and re-balance them with guidance from Portfolio Manager/Investment AdvisorUtilize contact management system for daily task managementRespond to client account inquiries and remain accountable to follow up, as requiredProactively contact clients to ensure accounts are accurate, up-to-date and compliantProvide world class client service to our valued clientsSupport advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires. Enter data into specific applications (e.g., myGPS). Track progress and follow-up.Maintain audit of wealth management activities and priorities to inform new opportunities with clients.Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up.Liaise with branch management team for updates on and progress with wealth management initiatives

What do you need to succeed?

Successful completion of CSC/CPHExceptional client service skills and experienceAdministrative experience preferably from another firm

Nice-to-have

Knowledge around Dominion Securities systems an assetUndergraduate degreeThe ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associatePast experience with PIM trading execution

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team 

The expected base salary range for this particular position is $37,400 - $50,000 -- depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder value

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software

Additional Job Details

Address:

2001 MCCALLUM RD:ABBOTSFORD

City:

ABBOTSFORD

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-06

Application Deadline:

2025-02-01

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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