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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 located in Burnaby, BC is looking for an Administrative Assistant to provide administrative support to multiple Investment Advisor teams, and branch support.

You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Teams.

What will you do?

• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
• Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).
• Assist the Advisor team with client onboarding.
• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
• Respond to incoming inquiries from prospective clients to answer questions

What do you need to succeed?

Must-have

• Strong Microsoft Office Suite skills
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication in English
• Aptitude to build quality relationships

Nice-to-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

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 which include competitive compensation and flexible benefits
• 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
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

The expected base salary range for this particular position is $35,000 - $42,000 -- depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Interpersonal Relationships, Knowledge Organization, Problem Solving, Teamwork, Time Management, Word Processing Software

Additional Job Details

4720 KINGSWAY, TH 12:BURNABY

BURNABY

Canada

37.5

Full time

Wealth Management

Regular

Salaried

2024-03-09

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. 

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

As the Administrative Assistant role you will provide administrative support to one or more Advisors and their teams within ScotiaMcLeod. 

Is this role for you? In this role you will:
    

• Arrange client meetings including preparing materials and scheduling
• Respond to client inquiries & requests
• Process client account documentation
• Maintain client files and assist in writing letters and proposals
• Build effective working relationship across the team and with various business contacts

Do you have the required skills to excel in this role? We'd love to work with you, if you have:

• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to take initiative and work independently
• Ability to meet deadlines
• Knowledge of Microsoft systems: Word, Excel and PowerPoint

What’s in it for you?

• A rewarding career path and support towards your professional development and growth
• In-depth training and coaching to help you succeed in the role 
• Competitive compensation package along with flexible benefits, performance bonus, and Employee Share Ownership Plan  
• Be a part of and contribute to a culture of inclusion, diversity, and potential
• 15 months to complete IIROC courses (CSC, CPH and IRT) if currently unlicensed.

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates don’t need standard educational qualification such as degree, certificate or diploma
Experience: Candidates don’t need experience although having experience is an asset

Physical Requirements:

• The candidates should be able to handle repetitive tasks efficiently

Candidate Status:

• Canadian citizens and permanent or temporary foreign workers of Canada are eligible for this position
• International Candidates who don’t have a valid Canadian work permit also can apply

Responsibilities:

• The candidates should be able to greet people, direct them to contacts or service areas, and answer the telephone to relay calls and messages
• The candidates should be able to obtain, process information, and perform data entry required for services
• The candidates should be able to order office supplies and perform basic bookkeeping tasks
• The candidates should be able to schedule appointments, send invoices, and confirm appointments efficiently
• The candidates should be able to receive and issue payments while performing clerical duties such as filing, sorting, and distributing mail

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

By email
[email protected]

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. 

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION
 
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. 
  
IS THIS ROLE RIGHT FOR YOU

In the role you will:
 

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
• Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts  
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

 
DO YOU HAVE THE SKILLS
 
 We would love to work with you if you have:
 

• Experience in the securities industry
• Already duly registered as an Investment Representative (IR) with CIRO
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

 
WHATS IN IT FOR YOU
 

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills.

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate
Experience: Candidates don’t need experience, training will be provided

Physical Requirements:

• The candidates should thrive in a fast-paced environment, maintaining productivity and efficiency, and be able to work effectively under pressure, managing tasks and deadlines calmly and efficiently
• The candidates should be comfortable with extended periods of sitting as part of their job responsibilities

Candidate Status:

• Canadian citizens and permanent or temporary foreign workers of Canada are eligible for this position
• International Candidates who don’t have a valid Canadian work permit also can apply

Responsibilities:

• The candidates should be able to greet people, direct them to contacts or service areas, and provide basic information to clients and the public
• The candidates should be able to order office supplies, schedule and confirm appointments, and maintain work records and logs
• The candidates should be able to receive and issue payments, as well as answer the telephone and relay telephone calls and messages

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

By email
[email protected]

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

• Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
• Assists the advisory team in preparing for client meetings, including scheduling appointments.
• Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
• Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
• Maintains and organizes client database and client files.
• Ensures transactions and tasks are appropriately assigned to team members and completed.
• Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
• Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
• Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
• Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
• Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
• Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
• Familiarity with technology applications and software used in the financial planning and investment industry.
• Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
• Successful completion of 30-day BMO NB Investment Representative Licensing Program.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

“Please note the salary for this specific position in Fredericton is $ 38,000.00”

31 100,00 $ - 46 200,00 $

Salaried & Commission

Requirements:

Languages: Candidates must have knowledge of the English Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or equivalent experience
Experience: Candidates should have experience of 1 to less than 7 months

Responsibilities:

• The candidates should be able to arrange and co-ordinate seminars, conferences, etc.
• The candidates should be able to schedule and confirm appointments, answer telephone and relay telephone calls and messages, answer electronic enquiries
• The candidates should be able to order office supplies and maintain inventory, greet people and direct them to contacts or service areas
• The candidates should be able to open and distribute regular and electronic incoming mail and other material and co-ordinate the flow of information
• The candidates should be able to set up and maintain manual and computerized information filing systems, type and proofread correspondence, forms and other documents

How to apply:

If the position is fit for you and the basic requirements are fulfilled then you can now apply (along with your resume) through below mentioned details.

By Email:
[email protected]

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. 

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION
 
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by effective administration and day-to-day trading of their business. 

IS THIS ROLE RIGHT FOR YOU

In the role you will:

• Ensure effective client administration by managing all administrative processes and escalations requiring investigation
• Consistently demonstrate high levels of client service by:
  • supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
  • responding to client inquiries, resolving issues and effecting client transactions in a timely and responsive manner
• Provide marketing assistance by coordinating materials, events, and seminars to increase/identify opportunities to grow assets and/or revenue
• Support the growth of the business by managing tracking reports for Wealth Advisors to review targets, recommendations, and financial plans/concepts  
• Build effective working relationships across various departmental and business line contacts by actively collaborating and sharing knowledge and experience

 
DO YOU HAVE THE SKILLS
 

We would love to work with you if you have:

• Experience in the securities industry
• Already duly registered as an Investment Representative (IR) with CIRO
• Excellent verbal and written communication
• Strong organizational skills 
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Exceptional client service skills

 
WHATS IN IT FOR YOU
 

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. 
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success. 
• Learning and Development – free access to Scotia Academy to upskill and develop your skills

Requirements:

Languages

English

Education

• College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year

Experience

1 year to less than 2 years

Requirements:

Languages: Candidates must have knowledge of the English or French Language
Asset languages: Mandarin and Vietnamese
Education: Candidates need standard educational qualifications such as college, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
Experience: Candidates need 1 year to less than 2 years of experience
Computer and technology knowledge: Candidates should have knowledge about MS Office, MS Access, MS Excel, MS PowerPoint, MS Word, MS Windows.
Technical terminology: The candidates should have knowledge of the the basic terminologies like business.
Specialization: The candidates should be specialized in ‘reports and records’, and ‘invoices.’

Physical Requirements:

• The candidates should be able to work in tight deadlines with attention to detail.
• The candidates should be able to work under pressure in fast-paced environment, and be a repetitive tasker.

Other Requirements:

• The candidate should be client focus and multitasker.
• The candidate should be organized, initiative, reliable and be able to work as a team player.
• The candidate should have excellent oral communication and efficient interpersonal skills.

Responsibilities:

• The candidates should be able to supervise other workers, determine and establish office procedures and routines, schedule and confirm appointments
• The candidates should be able to answer telephone and relay telephone calls and messages, answer electronic enquiries
• The candidates should be able to compile data, statistics and other information.
• The candidates should be able to order office supplies and maintain inventory.
• The candidates should be able to open and distribute regular and electronic incoming mail and other material and co-ordinate the flow of information, set up and maintain manual and computerized information filing systems

How-to-apply instructions

Here is what you must include in your application:

• Cover letter

This job posting includes screening questions. Please answer the following questions when applying:

• Are you currently legally able to work in Canada?
• Do you have previous experience in this field of employment?
• Do you have the above-indicated required certifications?

How to apply

If the position is fit for you and the basic requirements are fulfilled then you can now apply (along with your resume) through below mentioned details.

By email
[email protected]

Under the general direction of the Assistant Manager, Executive Services and Protocol, the Service Assistant will provide friendly, high quality hospitality service supporting meetings, events, workshops, seminars, visitor programs, working closely, and collaborating with Executive Services team members. The Service Assistant is responsible for some administrative duties related to the role. Takes orders for and serves (where applicable, prepares) food and beverages to guests in a friendly, timely, and efficient manner.

More specifically you will:

• Be responsible for the coordination and delivery of food and beverage requirements, meeting the highest standards of the trade, using discretion, tact, and diplomacy during all functions.
• Be required to have a solid knowledge of industry standards and requirements, to ensure proper room and table set up meets the need of the event; also, responsible to assist with tear down.
• Help prepare kitchen schedule under defined deadline, update database entries relating to dietary restrictions, may be called upon to assist with greeting or directing guests.
• Contribute to the establishment of work procedures, schedules, quality checks to ensure that standards are met.
• Provide training and direction to junior colleagues and self-direct own training.
• Have a clear understanding of all related health and safety regulations.
• Meet assigned deadlines by being forward-thinking and using time management skills.
• Assist with receiving supply orders delivered by internal and external suppliers and may be called upon to escort suppliers.
• Maintain a respectful, collaborative, and collegial work environment and may be called upon to assist in other duties.

What you need to succeed
The successful candidate will require excellent communication skills, both written and oral, and strong people skills with individuals at all working levels. In this role, you will need to inspire confidence by taking accountability for what needs to get done, working with minimal direction, showing initiative and being flexible while taking on multiple priorities under tight deadlines. The ability to think ahead, prioritize, and organize work effectively, research and process information and logically assess implications is also key.

You will be required to maintain high level client service, provide special attention to quality and details even as priorities change, and urgencies arise. In this role, you will work both independently and in a team environment where mutual support is essential. You will also need to respect the confidentiality of the information that you will be privy to and exercise sound judgment while having the ability to understand the Bank’s mandate and internal workings.
 
Nice-to-have:

• working knowledge of SharePoint
• sound knowledge of the Bank’s organizational structure
• experience with Five Diamond service

Your education and experience
High School Diploma or post-secondary education in a hospitality program with a minimum of 5 years of progressively responsible experience working in the hospitality industry.

In addition:

• valid Food Handlers Certificate, Firs Aid, WHIMS, and Smart Serve Certificate and be prepared to re-certify as required
• knowledge of hospitality best practices and protocol
• ability to work flexible hours and do overtime as required.
• ability to bend, stand/sit for prolonged periods of time and to lift items that weigh up to 10 kg.
• proficient user of Word, Outlook, Excel

What you need to know

• Language requirement: English and French essential (bilingual) with a minimum starting level of functional (level 4) in second official language. Training may be provided to help reach the required level of fully functional (level 5) in second official language.
• Priority will be given to Canadian citizens and permanent residents
• Security level required: Be eligible to obtain Reliability 
• There will be no relocation assistance provided
• Please save a copy of the job poster. Once the closing date has passed, it will no longer be available. 

What you can expect from us
This is a great opportunity to join a leading organization and be part of a high-performing team. We offer a competitive compensation and benefits package designed to meet your needs at every stage of your life and career. For more information on key benefits please visit A great deal to consider. 

• Salaries are based on qualifications and experience and typically range from $50,680 to $56,310 (job grade 10)
• Depending on performance, you may be eligible for performance pay. The first tier of performance pay is for successfully meeting expectation, at  3 to 5% of your base salary. The Bank offers performance pay for those who exceed expectations (7% of your base salary).. Exceptional performers who far exceed expectations may be eligible for higher performance pay.
• Flexible and comprehensive benefits so you can choose the level of health and dental coverage that meets your needs
• Extra vacation days (up to five each year) that you can purchase to add to your vacation entitlement
• Option to join the indexed, defined-benefit pension plan after 24 consecutive months of service #L