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Royal Bank of Canada

Global banking, wealth management, and insurance

Associate

Wealth Management & Financial AdvisoryPosted on Nov 9
Full-timePickering, ON, Canada$37.5k - $50kIn-person

About the Job

Requirements

  • Completed the Canadian Investment Regulatory Exam (CIRE).
  • Strong skills working with business applications and technology, including the Microsoft Office Suite.
  • Strong time-management and organization 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.
  • Provide ongoing service and support to clients and the Advisor team.
  • Maintain client accounts and ensure account administration and documentation are up to date and compliant.
  • Work with an Investment Advisor in managing client portfolios and wealth-management planning opportunities.

Desired Qualifications

  • Knowledge of RBC Dominion Securities’ systems and procedures.
  • 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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