Job Summary

To provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and advisory teams.

Job Description

Conduct ongoing research on markets and investments, provide regular updates to the advisory team.Review portfolios regularly and re-balance them with guidance from the advisory team, manage TAC sheets, risk dashboard, bulk trading, IPS (new and updates).Make recommendations for changes, switches (Advisor, A+, MF, other); track positions held; identify buy / sell opportunities; manage positions to be in line with models.Follow-up on orders to ensure proper settlement and delivery.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.

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

435 NORTH SERVICE RD W:OAKVILLE

City:

OAKVILLE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-03-03

Application Deadline:

2025-03-18

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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