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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-timeVancouver, BC, Canada$36k - $45kIn-person

About the Job

Requirements

  • Canadian Securities Course and Conduct and Practices Handbook Course and/or Canadian Investment Regulatory Exam.
  • Strong Microsoft Office Suite skills.
  • Meticulous attention to detail and strong time-management skills.
  • Demonstrated ability to provide professional, warm, and friendly client service.
  • Exceptional verbal and written communication skills in English.

Responsibilities

  • Professionally service incoming telephone and email contacts from clients, advisors, and other internal and external partners.
  • Support Investment Advisors with general administrative duties in managing client accounts.
  • Support Investment Advisors in preparing client reviews and presentations.
  • Request information and documentation from clients to open accounts and keep client files up to date.
  • Follow up on client trades to ensure proper settlement and delivery.
  • Monitor pending transfers to ensure timely completion.

Desired Qualifications

  • Knowledge of RBC Dominion Securities’ systems and procedures.
  • At least two years of experience in the securities industry.

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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