• Job Description

  Req#: R-0000125924

  Job Summary

  Job Description

  What is the opportunity?

  RBC Dominion Securities (RBC DS) is currently seeking a Client Solutions Specialist Associate to join the Metro Toronto team operating from the Yonge and St-Claire branch. Proactively working with a number of RBC DS branches within the region, the CSSA role is designed to help the regional CSS transition RBC DS clients to the home of best fit within RBC.

  What will you do?

  • Support the regional CSS in general administrative duties in the management of all client accounts

  • Develop strong collaborative relationships with colleagues across all RBC platforms

  • Request information and documentation from clients in order to transfer out accounts to other departments of RBC or other financial institutions

  • Maintain current knowledge of client accounts by reviewing daily activity online and other applicable reports

  • Monitor all pending transfers to ensure completion on a timely basis

  • Liaise with back office contacts to investigate and resolve inquiries related to accounts and account transactions

  • Perform follow up calls/e-mails with clients and record all activity in the contact management system

  What do you need to succeed?

  Must-have

  • Accuracy, attention to detail, and organizational skills

  • Dedication to teamwork and collaboration

  • Excellent verbal and written English skills. Superior communicator over the phone

  • Passion for client experience

  Nice-to-have

  • CIRO licensed (completion of CSC/CPH), with a minimum of 1 - 2 years of industry/brokerage experience OR to be licensed within 12 month

  • Understanding of different investment products and account types

  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 Skills

  Communication, Cross-Departmental Collaboration, Customer Follow-Ups, Detail-Oriented, Office Administration, Organizing, Phone Calls (Inactive), Taking Ownership, Teamwork, Time Management

  Additional Job Details

  Address:

  2 ST CLAIR AVE W, UNIT 1900:TORONTO

  City:

  TORONTO

  Country:

  Canada

  Work hours/week:

  37.5

  Employment Type:

  Full time

  Platform:

  WEALTH MANAGEMENT

  Job Type:

  Regular

  Pay Type:

  Salaried

  Posted Date:

  2025-05-14

  Application Deadline:

  2025-05-28

  Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

  Inclusion and Equal Opportunity Employment

  At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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• About the company

  Royal Bank of Canada (RBC), is a diversified financial services company. The Company provides personal and commercial banking, wealth management services, insurance, investor services and capital markets products and services on a global basis. The Com...

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