Sales assistant, Nesbitt Burns
Royal Bank of Canada (RBC) based in Vancouver, BC is inviting applications from suitable candidates for the position of Sales assistant. Royal Bank of Canada (RBC) is one of the largest and most established financial institutions. It offers a wide range of services including personal and commercial banking, wealth management, insurance, and capital markets. Its strong market presence is driven by innovation, strategic acquisitions, and a global network of subsidiaries. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: Royal Bank of Canada (RBC)
Position: Sales assistant, Nesbitt Burns
No of Vacancies: 3
Salary: $32700.00 – $48600.00 yearly
Employment Type: Full time
Location: Vancouver, BC, V6M 1Z2, Canada
Job ID: R250004454
Requirements:
Languages: Candidates must have knowledge of the English Language
Education: Candidates should have completion of a post-secondary degree
Experience: Candidates should have 1 to 2 years of relevant experience
Other Requirements:
- The candidates should typically have between in a related field of study, or possess an equivalent combination of education and experience
- The candidates should have knowledge of wealth management company and branch operations, client services, trust services, account transfers)
- The candidates should possess knowledge of the operational aspects of both traditional (stocks, bonds, money market, mutual funds) and non-traditional (managed and fee-based) products
- The candidates should be familiar with technology applications and software commonly used in the financial planning and investment industry
- The candidates should demonstrate basic specialized knowledge relevant to the role, good verbal and written communication skills
- The candidates should possess good organizational skills, demonstrate good collaboration and team skills, good analytical and problem-solving abilities
Responsibilities:
- The candidates should be able to coordinate marketing activities on behalf of the advisory team, including managing the website, social media initiatives, client recognition for meaningful life events, and the planning of client events, assist the advisory team in preparing for client meetings, including scheduling appointments
- The candidates should be able to handle clients’ general day-to-day requests and inquiries, including basic money movement wires, transfers, technology issues, and account opening and updates, while following up in a timely and confidential manner
- The candidates should be able to generate reports and documents for Investment Advisors (IAs) and clients as requested, and process items for client accounts and files
- The candidates should be able to maintain and organize the client database and client files, ensure transactions and tasks are appropriately assigned to team members and completed
- The candidates should be able to provide team members with support on technology issues, usage of new technology, and respond to general inquiries and escalations related to policies, procedures, and processing
- The candidates should be able to gather and distribute information on updates to training, guidelines, technology, and other business-related matters
- The candidates should be able to develop rapport and instill confidence with clients to build credibility and promote a positive client experience
- The candidates should be able to follow through on risk and compliance processes and policies to safeguard customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!