FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- Coordinate and prepare meetings for Advisors with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to detail.
- Liaise with various departments for execution, where necessary.
- Assist the Advisor team with client onboarding and maintenance of existing client 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.
- Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
- Stay current with all RBC Policies & Procedures
- Provide support on assigned projects, conducting research, and sharing information with the team.
- Answering basic inquiries and resolving routine problems regarding products and services via calls, email, or internet chat.
- Ensure trades are processed accurately and on a timely basis
- Manage all aspects of account opening and documentation and maintain client cash flows and balances
Requirements
What you’ll need- Strong Microsoft Office Suite skills
- High level of 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
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) (nice to have)
- Knowledge of RBC Dominion Securities’ systems and procedures (nice to have)
- Familiarity with Salesforce (nice to have)
- Interest in the Canadian investment landscape (nice to have)
Benefits
Comp & perks- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial service
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Microsoft Office Suiteclient onboardingdocumentation managementproblem resolutiontrade processingtime managementorganization skills
Soft Skills
client servicecommunication skillsattention to detailteam supportresearch skills
Certifications
Canadian Securities Course (CSC)Conduct and Practices Handbook Course (CPH)