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About the Role
Serve as a primary point of contact for RBC Dominion Securities' Investment Advisors and Associates across Canada, providing expert guidance on fee-based and managed programs. This role is essential to driving sales field growth by delivering comprehensive support on MSG offerings, resolving client concerns, and ensuring seamless program transitions.
Responsibilities
- Respond to all inquiries via email, phone, and voicemail with same-day turnaround (95% of your time)
- Manage the PC USA Investment Representative application process and maintain daily compliance with PFIC and trading rules
- Ensure correct investment classification for fee billing accuracy
- Escalate complex issues to the Associate Program Management team for resolution
- Develop and deliver educational sessions, including MSG program training calls and quarterly presentations at new advisor/associate seminars
- Generate ad-hoc reports as needed
- Provide hands-on technical support to the field on platforms including A+ Desktop, Target Allocation Calculator, Pricing Tool, IPS Toolkit, My Proposal, and IPP.
Requirements
- Minimum 3 years in financial services (Dominion Securities experience preferred)
- Comfort managing multiple concurrent calls, video conferences, and emails daily
- Exceptional interpersonal and communication skills (written and oral)
- Ability to thrive in fast-paced environments with competing priorities
- CSC or (CIRE) , CFA Level 1, CIM designation, or proven securities trading expertise
- Advanced Excel proficiency
Skills
- Bilingual Communications
- Communication
- Critical Thinking
- Customer Service
- Detail-Oriented
- English Language
- French Language
- Industry Knowledge
- Information Capture
- Investment Banking
- Negotiation
- Product Services
- Teamwork
Location
- RBC CENTRE, 155 WELLINGTON ST W:TORONTO
- Toronto
- Canada
Work Type
- Full time
Experience Level
- Minimum 3 years in financial services
Education Level
- CSC or (CIRE) , CFA Level 1, CIM designation, or proven securities trading expertise
Salary/Compensations
- $67,000.00 - $110,000.00
Benefits
- Bonuses
- Flexible benefits
- Stock options
About the Company
- At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC.
- We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world.
- Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Equal Opportunity
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.