Rbc
Associate
ABBOTSFORD, British Columbia, Canada · Full-time
Sponsorship not specified$40k-$50kDetected 5 days ago
ExpressAccount ManagementCustomer SuccessCommunicationCollaborationProblem SolvingCritical ThinkingTime ManagementMicrosoft OfficeInternal AuditCFA
About the role
- Job Description RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.
Responsibilities
- manage timelines and key dates for accounts Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements.
- Maintain complete and up-to-date client files within appropriate systems.
- 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.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
- Expand your limits and create a new future together at RBC.
- Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
- Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities.
Skills
- Applies basic theories, skills, and practices to accomplish assignments.
- What is the opportunity?
- Coordinate and prepare meetings for Advisors with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to details.
- Liaise with various departments for execution, where necessary.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
Compensation
- The expected base salary range for this position is $40,000 - $50,000.
- This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.
Benefits
- Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper.
This listing is sourced directly from Rbc's careers page and normalized into a canonical job model.