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Form of workJob Summary
Job Description
What is the opportunity?
As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients. For more information, please visit: https://www.rbcwealthmanagement.com/en-ca/phn
What will you do?
• Identify, investigate, and resolve all client inquiries, administrative errors, etc.
• Be a key support to the administrative activities and responsibilities of the team
• Ensure trades are processed accurately and on a timely basis
• Manage all aspects of account opening and documentation and maintain client cash flows and balances
• Maintain records and files and attend client meetings as required.
• Proactively assist with client management of appointments and scheduled meetings / calls
• Stay current with all RBC Policies & Procedures
• Assist other team members and continue to strengthen cross-business working relationships.
What do you need to succeed?
Must Have
University Degree
Minimum of 2 years' experience in a similar role in the Investment Industry
Advanced proficiency in MS Office ( Excel, Word, Powerpoint)
Be able to work under high pressure
Nice to Have
CSC, CIM, and\or CFP Designations
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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Challenging work
Variety of assignments
Financial strength and a strong brand
Prestige
Management that supports your work and progression
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Problem Solving, Product Services, Sales ActivitiesAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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