financial planner

Job DescriptionWhat is the opportunity?An RBC Dominion Securities branch located in Toronto is seeking an experienced Associate to join a large Top Tier Executive Council Team. This is an opportunity to work in a dynamic, collaborative, progressive, and high-performing team. Your skills will deepen client relationships by offering high value service and support to the clients, the Investment Advisor, and the team. What will you do?Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).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 manage incoming communications from clients, Advisors and other internal and external partners.Assist the Advisor team in welcoming and onboarding new clients.Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.Draw on your social media skills to update the team's communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.Follow up on client trades to ensure proper settlement and delivery.Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.What do you need to succeed?Must-haveCanadian Investment Regulatory Exam, CIREStrong skills working with business applications/technology, including Microsoft Office SuiteHigh quality time management and organization skillsDemonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clientsExceptional verbal and written communication skillsNice-to-haveKnowledge of RBC Dominion Securities' systems and proceduresExperience in the securities industry is an assetWhat'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 applicableLeaders who support your development through coaching and managing opportunitiesAn opportunity to make a difference and have a lasting impact on the lives of othersWork in a dynamic, collaborative, progressive, and high-performing teamThe chance to work in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesJob SkillsCommunication, Customer Success, Documentations, Group Problem Solving, Interpersonal Relationships, Organizing, Proactive Behavior, Problem Resolution, Teamwork, Time Management, Written CommunicationAdditional Job DetailsAddress:BAY WELLINGTON TOWER, 181 BAY ST:TORONTOCity:TorontoCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2025-10-22Application Deadline:2026-01-12Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveCompensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and busi