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About the Role

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.

Responsibilities

• 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.

Requirements

• Post Secondary Education
• CSC / CPH
• 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

Skills

• Customer Knowledge
• Customer Service
• Customer Service Management
• Group Problem Solving
• Identifying Sales Opportunities
• Interpersonal Relationship Management
• Oral Communications
• Perseverance and Follow-Through
• Product Services
• Sales Activities

Location

• BAY WELLINGTON TOWER, 181 BAY ST:TORONTO
• Toronto
• Canada

Work Type

• Full time
• 37.5 hours/week

Experience Level

• Minimum of 2 years' experience in a similar role in the Investment Industry

Education Level

• Post Secondary Education
• CSC / CPH

Salary/Compensations

• $46,000.00 - $70,000.00

Benefits

• Challenging work
• Variety of assignments
• Financial strength and a strong brand
• Prestige
• Management that supports your work and progression
• RBC's discretionary variable compensation program

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.
• Join our Talent Community
• Stay in-the-know about great career opportunities at RBC.
• Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
• Expand your limits and create a new future together at RBC.
• Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
• RBC is presently inviting candidates to apply for this existing vacancy.
• Applying to this posting allows you to express your interest in this current career opportunity at RBC.
• Qualified applicants may be contacted to review their resume in more detail.

Equal Opportunity

• 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.
• RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.