Wilkinson & Company LLP is Looking for Associate Full Time

In suport of our client, RBC Dominions Securities, we are recruiting for an Associate, Wealth Management.

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

What is the opportunity?

The RBC Dominion Securities branch located in Belleville is seeking an 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.

If you are humble and hardworking with a desire to work on a team where going above and beyond is baseline, we want to hear from you.

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.
• Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
• Client appreciation, gifting, and event planning.
• Follow up on client trades to ensure proper settlement and delivery
• Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• 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

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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
• A world-class training program in financial service

Salary will be remunerated based on experience.

We thank all those who apply, only selected candidates will be contracted for an interview.

Accommodations will be provided to applicants to ensure equitable participation in the recruitment process.

Job Type: Full-time

Salary: From $40,000.00 per year

Benefits:

• Extended health care
• Flexible schedule
• On-site parking
• Stock options

Schedule:

• Monday to Friday

Ability to commute/relocate:

• BELLEVILLE, ON: reliably commute or plan to relocate before starting work (required)

Experience:

• Financial services: 2 years (required)

Work Location: One location