Associate Advisory Initiatives Specialist
Job description
Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Job Description
What is the opportunity?
The Associate Advisory Initiatives Specialist assists the Advisory Initiatives Manager with initiatives/projects and ongoing functions that support the US Investment Advisor Group (IAG) programs. This individual supports the tactical and strategic initiatives required to meet business, client, and regulatory needs for various business channels utilizing advisory programs. Additionally, this individual will support key technology systems by conducting day to day oversight and performing maintenance on the set-up of advisory programs.
What will you do?
Assist management in identifying product challenges, opportunities and the implementation of streamlined processes
Support management in providing technical guidance in the establishment of new programs and implementation of program enhancements
Act as subject matter expert in the implementation of changes to the technology tools and platforms that support and promote advisory programs
Support the development of training initiatives for the field and internal partners to ensure the support and adoption of key systems that support the advisory platform
Assist in the creation of cross program policies and procedures
Support the daily advisory client confirmation review and oversight process
Support quarterly and ad-hoc audit request related to the client confirmation process
What do you need to succeed?
Must-have
BA/BS in business or finance
2+ years securities or financial markets experience
Proficient with MS Office, specifically Excel, Word, Access, etc.
Strong organizational and communication (written and oral) skills
Self-directed and proactive team player, who works well under minimal supervision with the ability to work in a fast-paced and changing professional environment
Nice-to-have
Understanding of fee-based platforms and Financial Advisor needs
Experience working with multiple US business & technology vendors
What’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 applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
Job Summary
Address:
City:
Country:
Work hours/week:
Employment Type:
Platform:
Job Type:
Pay Type:
Posted Date:
Application Deadline:
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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 rbc.com/careers.
www.colinoncars.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, www.colinoncars.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, www.colinoncars.com is the ideal place to find your next job.