Associate
$37,500–$50,000 year
On-siteNewmarket, Ontario, Canada
Newmarket, Ontario, CanadaOn-siteFull Time$37,500–$50,000 yearEntry LevelSmall
Full TimeEntry LevelSmall
Job Summary
Maintain existing client accounts, manage timelines for key dates, and respond to inquiries regarding transactions, documentation, and reporting. Liaise with internal departments and Advisors to provide timely solutions, coordinate meetings for client prospects, and follow up on trades for proper settlement. Ensure client files remain accurate and compliant with industry regulatory requirements while updating team communication channels. Support the Advisor team in onboarding new clients and maintain an audit of Wealth Management Activities.
Required Qualifications
- Canadian Investment Regulatory Exam
- CIRE
- Strong skills working with business applications/technology, including Microsoft Office Suite
- High quality time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication skills
Desired Qualifications
- Knowledge of RBC Dominion Securities' systems and procedures
- Experience in the securities industry
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