Job Summary

Job Description

What is the Opportunity?

The RBC Dominion Securities in North Bay, ON is currently seeking an Associate to join a well-established team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
• Support the Investment Advisor in general administrative duties in the management of client accounts
• Support the Investment Advisor in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery
• Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must-have

• Related experience in customer service and professional setting.
• Excellent communication skills, both verbal and written
• Proficiency with Microsoft Office Suite
• Progressive in pursuing education, building your skills and professional experience.
• Accuracy, attention to detail, and organizational skill

Nice-to-have

• Post-secondary education (college or university)
• CSC, CPH (in progress or completion within one year)
• Relevant experience in the financial sector and knowledge of daily market development
• Enthusiastic, committed, and entrepreneurial spirit

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 applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Account Management, Customer Service, Decision Making, Detail-Oriented, Financial Regulation, Flexible Team Player, Group Problem Solving, Highly Resourceful, Interpersonal Relationships, Investment Risk Management, Self-Starter, Teamwork, Time Management