Managed Solutions Consultants

Job title:

Managed Solutions Consultants

Company

Royal Bank of Canada

Job description

Job SummaryJob DescriptionWhat 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. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.The Managed Solutions Group head office team located in Toronto is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as a Consultant.By providing ongoing, exceptional service and support to our Advisor teams, you will help our team deepen existing relationships and provide Advisors and Associates with best practice concepts and strategies to assist them in making knowledgeable decisions related to fee based and managed programs. As an invaluable internal point of contact, you will play a key role in providing real-time advisor and associate support with investment management fees, and desktop applications, and general program guidance for discretionary and non-discretionary fee-based clients as a first point of contact.What will you do?Product Support (70%)

• Provide servicing support to the field (Advisors, Associates and Branches) regarding any inquiries related to any of our Fee Based and Managed Accounts via Email, Telephony or Voicemail (95% of time spent)
• Providing timely responses to inquiries (within 24 hours)
• Manage the Private Council (PC) USA Investment Representative application process.
• Daily manage and ensure the field is notified regarding any violations again PC USA PFIC (Passive Foreign Investment Company) and trading rules.
• Daily manage and ensure appropriate investments are correctly classified from a fee billing perspective.
• Escalate any issues to ensure resolution to the Associate Program Management team.
• Coordinate educational phone calls on MSG programs as well as quarterly presentations at new Investment Advisor and Associate training seminars.
• Provide Ad-hoc reports.

Application Support (30%)

• Provide point and click assistance to the field (Advisors, Associates and Branches) on the various applications we support, including the A+ Desktop, Target Allocation Calculator, Pricing Tool, Investment Policy Statement Toolkit, etc.

What do you need to succeed?Must-have

• Comfortable taking several calls, video conferences, and responding to emails in a timely manner, on a daily basis.
• A minimum of 3 years in the financial services industry, preferably with Dominion Securities.
• Strong interpersonal skills (empathetic listener, coach, and negotiator) and strong communication (oral and written).
• Thrives in a fast-paced environment, and an ability to deal with multiple competing priorities.
• Driven, eager to learn and thrives in a high-performance environment.
• CFA Level 1 or CIM, or strong and proven understanding of trading securities.
• Advanced computer skills, with emphasis on Excel.

Nice-to-have

• Bi-lingual (English, French).
• Front or back-office experience with PIM and/or A+ programs.
• Ideal candidate would have background in Dominion Securities Retail branch environment, preferably with a discretionary team (3+ years’ experience) including processes, technology, products & services. Familiarity with portfolio management concepts/techniques preferred. OR,
• Experience in an RBC Head Office support or training role working with advisors in fee-based programs such as A+, Advisor, or PIM.
• Ability to analyze, prioritize and adjust to multiple demands. Good problem-solving skills and customer service focus required.
• Enjoys both technical aspects of investment management and the systems that support it and working with many different people on an ongoing basis.

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.
• Exposure to various head office, front office teams that may lead into other roles.

Job Skills Communication, Critical Thinking, Customer Service, Detail-Oriented, Industry Knowledge, Information Capture, Interpersonal Communication, Investment Banking, Investments, Negotiation, Prioritization, Problem Solving, Product Services, TeamworkAdditional Job DetailsAddress: RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2024-06-21Application Deadline: 2024-08-21Inclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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 .

Expected salary

Location

Toronto, ON

Job date

Thu, 08 Aug 2024 06:57:15 GMT

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