Associate, RBC Dominion Securities
Royal Bank of Canada – Etobicoke, ON – What is the opportunity? The RBC Dominion Securities Etobicoke Branch is looking for an experienced Associate to join their team. You will support a growing Investment Advisor’s business and will provide clients with exceptional service in an efficient and professional manner. The successful candidate should be IIROC-licensed, have administrative experience and an interest in financial planning and / or investment management. What will you do? Provide world-class customer service to our clients Maintain current knowledge of client households and accounts by reviewing daily activity online and on applicable reports Utilize contact management system for client updates and daily task management Follow-up on client trades to ensure proper settlement and delivery Build and maintain myGPS financial plans in the client relationship software ClientView Build and maintain an Excel speadsheet of investment models linked to ThomsonOne Update and maintain social media presence of… – Permanent – Full-timeApply for this job.