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Royal Bank of Canada

Global banking, wealth management, and insurance

Associate

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeWest Vancouver, BC, Canada$38k - $48kIn-person

About the Job

Requirements

  • 2 to 3 years of securities industry experience.
  • Completion of the Canadian Investment Regulatory Exam and/or Canadian Securities Course, and the Conduct and Practices Handbook Course.
  • Strong skills working with business applications and technology, including Microsoft Office Suite.
  • High-quality time management and organizational skills.
  • Demonstrated ability to provide professional, warm, and friendly client service.
  • Exceptional verbal and written communication skills in English.

Responsibilities

  • Review day-to-day execution of private banking deals to ensure quality and efficiency.
  • Monitor private banking business performance and market conditions when implementing new private banking services.
  • Introduce products and services to high-net-worth clients.
  • Build relationships with internal and external customers using appropriate tools or technologies.
  • Maintain existing client accounts and identify opportunities to contact clients; manage account timelines and key dates to support clients.
  • Respond to client inquiries about account transactions, requests, documentation, and reporting in an understanding and time-efficient manner.
  • Resolve client issues proactively and liaise with departments to provide smooth and timely solutions.
  • Manage incoming communications from clients, Advisors, and internal and external partners.
  • Assist the Advisor team in welcoming and onboarding new clients.
  • Apply internal controls and industry regulatory requirements, and ensure client files and other required documentation are accurate, current, and compliant.
  • Follow up on client trades to ensure proper settlement and delivery.
  • Support the Advisor team and clients through the Wealth Management process and maintain an audit of Wealth Management activities and priorities.

Desired Qualifications

  • Knowledge of RBC Dominion Securities’ systems and procedures.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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