Bankers in Canada jobs
- Royal Bank of CanadaEdmonton, AB T5T 4K5
- Full-time
- Excel in operational excellence to drive efficiency, streamline processes, and ensure exceptional execution.
- As an invaluable Team member, you will play a key…
- View all Royal Bank of Canada jobs - Edmonton jobs
- Salary Search: Associate salaries in Edmonton, AB
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- ScotiabankOttawa, ON K1G 6R7
- 2 years’ experience in an administrative or clerical position, preferably within the financial services industry.
- A dedication to client service.
- View all Scotiabank jobs - Ottawa jobs - Administrative Officer jobs in Ottawa, ON
- Salary Search: Account Administration Officer salaries in Ottawa, ON
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View similar jobs with this employerRoyal Bank of CanadaGuelph, ON N1H 1G8- $37,500–$50,000 a year
- Full-time
- Strong proficiency in Microsoft Office Products.
- Strong proficiency in video conferencing and messenger service applications.
- DRIVE OUR CONTACT SERVICE PLAN.
- View all Royal Bank of Canada jobs - Guelph jobs
- Salary Search: Associate salaries in Guelph, ON
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View similar jobs with this employerRoyal Bank of CanadaTruro, NS B2N 4B1- Part-time
- A world-class training program in financial services.
- Track record in building rapport and maintaining client relationships within the financial, service or…
- View all Royal Bank of Canada jobs - Truro jobs
- Salary Search: Client Advisor salaries
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View similar jobs with this employerScotiabankVancouver, BC- Identify opportunities to expand existing relationships and make referrals to Scotia Wealth Management partners in response to changes in the client’s needs or…
- View all Scotiabank jobs - Vancouver jobs - Private Banker jobs in Vancouver, BC
- Salary Search: Manager, Associate Private Bankers salaries in Vancouver, BC
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- ScotiabankMontréal, QC
- Demonstrating respect and knowledge in interactions with the APB/Banker.
- The incumbent delivers exceptional personal service in all activities completed to…
- View all Scotiabank jobs - Montréal jobs - Executive Support Officer jobs in Montréal, QC
- Salary Search: Service Support Officer salaries in Montréal, QC
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View similar jobs with this employerRoyal Bank of CanadaOttawa, ON K1P 5B4- Full-time
- Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying…
- View all Royal Bank of Canada jobs - Ottawa jobs
- Salary Search: Banking Advisor salaries in Ottawa, ON
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View similar jobs with this employerRoyal Bank of CanadaMississauga, ON L5C 1E4- Full-time
- Previous experience in managing a portfolio.
- Proficient in using MS Excel, Word and Outlook.
- Provide recommendations for litigation or third party collection…
- View all Royal Bank of Canada jobs - Mississauga jobs
- Salary Search: Recoveries Officer salaries
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- Royal Bank of CanadaBurlington, ON L7T 2B8
- Full-time
- Uses internal / external resources to investigate evaluate and resolve issues that will impede funding in line with policy/process/procedural guidelines in…
- TD BankOttawa, ON
- $45,700–$61,000 a year
- Full-time
- Never stop learning: actively participate in ongoing training and coaching support to help you continue to grow and develop in your role.
- View all TD Bank jobs - Ottawa jobs - Contact Center Engineer jobs in Ottawa, ON
- Salary Search: Contact Center Reprsentative salaries in Ottawa, ON
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- TD BankScarborough, ON
- $52,700–$74,400 a year
- Full-time
- Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced…
- TD BankScarborough, ON
- $52,700–$74,400 a year
- Full-time
- Sound knowledge of advanced investing and credit processes, banking solutions and concepts in order to provide personalized advice to customers in a fast-paced…
- ScotiabankToronto, ON
- Scotiabank’s UpLIFTED Women in Finance Development program is a selective program designed for female-identifying, first- and second-year students who have an…
View similar jobs with this employerRoyal Bank of CanadaOttawa, ON K1P 5B4- $38,000–$60,000 a year
- Full-time
- Exceptional written and verbal communication skills in English.
- Manage client relationships by preparing for and leading meetings, effectively responding to…
View similar jobs with this employerTD BankToronto, ON- $69,700–$98,400 a year
- Full-time
- At TD, better business bankers have a strong background in business and finance as well as the specific products they are responsible for selling and service.
- View all TD Bank jobs - Toronto jobs - Banking Associate jobs in Toronto, ON
- Salary Search: Business Banking Associate salaries in Toronto, ON
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- ScotiabankMississauga, ON
- Contract
- Demonstrating respect and knowledge in interactions with the APB/Banker.
- The incumbent delivers exceptional personal service in all activities completed to…
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Job Description
What is the opportunity?
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
The RBC Dominion Securities branch in Edmonton is looking for a resourceful, efficient and collaborative individual to join our Team as an Associate.
By providing ongoing, exceptional service and support to our clients, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable Team member, you will play a key role in both general practice administration and maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with the Investment Advisors in managing client portfolios and wealth management planning opportunities.
What will you do?
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
- Effectively respond to client account inquiries and take ownership of follow-ups.
- Manage competing priorities with ease, demonstrating a keen sense of organization and time management
- Excel in operational excellence to drive efficiency, streamline processes, and ensure exceptional execution.
- Complete administrative and operational tasks to support the Advisor: process incoming and outgoing funds, coordinate client meetings and prepare material for the Advisor, process account opening and maintenance documentation, etc.
- Help build and execute client segmentation exercises, and client service plans.
- Support your advisory team with new client acquisition.
What do you need to succeed?
Must-have
- Canadian Investment Regulatory Exam, CIRE (completed)
- Excellent communication skills, both verbal and written
- Proficiency with Microsoft Office Suite
- Relevant administrative or financial services industry experience
- Meticulous attention to detail and strong organizational skills
Nice-to-have
- Post Secondary Education (College or University)
- Dominion Securities (DS) or Retail Brokerage work experience
- Enthusiastic, committed, and entrepreneurial spirit
What’s in it for you?
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:
- 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
- An opportunity to make a difference and have a lasting impact on the lives of others
- Work in a dynamic, collaborative, progressive, and high-performing team
- The chance to work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
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.
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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.