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Royal Bank of Canada

Global banking, wealth management, and insurance

Associate

Wealth Management & Financial AdvisoryUpdated on Nov 10
Full-timeGuelph, ON, Canada$37.5k - $50k

About the Job

Requirements

  • At least 3 years of experience as an Associate.
  • Must be registered with CIRO as an IR.
  • Demonstrated ability to provide professional, warm, thoughtful, and proactive client service.
  • Meticulous attention to detail, strong organizational skills, and strong time management.
  • Professionalism and ability to manage highly confidential information.
  • Exceptional verbal and written communication skills, including communicating confidently with individuals at all levels and from varied backgrounds.

Responsibilities

  • Serve as the primary contact for client inquiries and requests for the Investment Advisor’s client book, ensuring high service levels and bringing improvement ideas to the team.
  • Partner with the Client Experience Associate to execute, manage, and audit the Investment Advisor’s contact service plan.
  • Execute account opening and client onboarding in person and/or digitally.
  • Complete day-to-day, ad hoc, and infrequent account administration, meeting client needs and ensuring compliance with internal controls and regulatory requirements.
  • Develop and test service knowledge by handling service requests, complex client scenarios, and special projects, and ensure fellow associates are cross-trained.
  • Support Investment Advisors and their client books, contribute to strategic initiatives, and help with team capacity during peak-volume periods.

Desired Qualifications

  • Experience with RBC Dominion Securities and its software products.
  • Experience with Salesforce or other customer relationship management software.
  • Proficiency with video-conferencing and messaging applications.
  • Proficiency with Microsoft Office products.
  • Comfort using artificial intelligence tools such as ChatGPT, Claude, or Perplexity.

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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