Associate

Job Description

Job Description What is the opportunity? The RBC Dominion Securities branch located in SW Marine Gateway Vancouver, is seeking a bilingual (Mandarin/Cantonese) Associate to provide administrative support to a successful Advisory Team. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team. *This is a 1 year mat leave coverage with the possibility of being made permanent* What will you do? Coordinate and prepare meetings for Advisors with their clients/prospects. Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary. Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.). Assist the Advisor team with client onboarding. Help manage incoming communications from clients, Advisors and other internal and external partners. Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for 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. Follow up on client trades to ensure proper settlement and delivery What do you need to succeed? Must Have Canadian Investment Regulatory Exam, CIRE or CFA 1 (preferred) 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 in English and Mandarin/Cantonese Nice to Have Knowledge of RBC Dominion Securities’ systems and procedures Experience in the securities industry is an asset What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to take on progressively greater accountabilities Access to a variety of job opportunities across business and geographies Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs. The expected base salary range for this pos