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Associate - RBC Dominion Securities, Victoria, BC

Job Reference: 
Position ID: 142888
Permanence: 
Permanent
Ongoing Position: 
No
Full or Part Time: 
Full Time
Closing Date: 
Monday, April 30, 2012
Location:  Victoria, BC, Canada

Position Purpose:
RBC Dominion Securities (DS), is a retail full-service brokerage firm offering customized wealth management solutions to clients whose primary goal is to build on and preserve their existing financial success. DS offers both non-discretionary and discretionary investment advisory services for over 500,000 clients across Canada, has over 1,300 professional Investment Advisors and Portfolio Managers and over $120 billion in assets under administration.

An established RBC DS Investment Advisor in Victoria B.C. is seeking an entrepreneurially spirited Associate.  Requirements include Canadian Securities course, successful marketing experience, superior levels of intellect, enthusiasm, diplomacy, compliance and ability to communicate at advanced written and oral levels with a broad range of affluent clientele.

Attractive salary and benefits package plus a performance bonus to a high quality individual. You will be working in an exciting and intellectually stimulating environment as a close member of a team within Canada's largest and best securities firm.

Only qualified individuals are encouraged to apply online at www.rbc.com/careers (posting#142888),

Those qualified individuals that have any inquiries regarding this role may contact  David Barss directly in strict confidence by telephone at 250-356-4840 or through email  at david.barss@rbc.com

Key Accountabilities:
(1) Client Service:
-Input and follow-up on client orders as directed by IA’s
-Meet and greet prospects and clients
-Investigate and follow-up on all client inquiries
-Utilize contact management system for all necessary follow up

(2) Marketing:
-Coordinate and maintain a successful and tasteful campaign to continue growing the business.

(3) Administrative:
-Investigate and resolve inquiries related to accounts and refer to the Investment Advisor where appropriate
-Follow-up on client trades to ensure proper settlement and delivery
-Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
-Maintain client files
-Ensure clients’ accurate and timely completion of all necessary documentation and forward to appropriate Branch contact
-Utilize contact management system for daily task management
-Documentation & New Accounts Openings
- Research

(4) Clerical:
-Print reports and distribute them accordingly
-Faxing and photocopying
-Word processing

Position Challenges:
-Ability to prioritize daily tasks
-Ensure daily communication with your Investment Advisor
-Ability to deliver results with shifting priorities
-Ability to deal with varying personalities with internal and external clients
-Can not make recommendations to buy, sell or switch securities unless directed by IA’s

Job Requirements: (Knowledge/ Experience):
-2-3 Years of financial institution experience
-Excellent command of English language
-Superior telephone Manner
-Superior level of Customer Service
-CSC (Canadian Securities Course) is required
-Knowledge of the firm’s operations, policies and procedures regarding client accounts, including internal control policies
-Excellent organizational skills
-Effective communication skills
-Ability to successfully multi-task
-Strong Microsoft Office skills

How To Apply:

Please apply online at www.rbc.com/careers and search for posting #142888

Or simply click on the link below:

https://careers.peopleclick.com/