Bilingual Coordinator providing administrative support for Honeywell's building automation team. Managing logistics and communications between technicians and clients in a hybrid work environment.
About the role
- Bilingual Portfolio Advisor providing investment advice through RBC InvestEase's discretionary management service. Engage with clients to support their investment needs via electronic channels.
Responsibilities
- Educate clients by explaining the features, fees and benefits of RBC InvestEase
- Manage the administrative client onboarding process (e.g. scheduling client appointments, and dealing with non-responsive clients)
- Monitor the RBC InvestEase General Inquiries mailbox on a daily basis and respond to clients as necessary
- Manage the daily trading of InvestEase client portfolios
- Generate client communications, market commentaries and engagement resources for a diverse client audience
- Participate in Investment Committee meetings by contributing to topics that are related to the RBC InvestEase investment process or portfolios, anticipating client questions regarding recent economic events, macroeconomic trends or financial markets
- Collaborate with the broader RBC InvestEase & RBC Direct Investing teams to provide client feedback or client insights for the purposes of improving the overall client experience
- Handle client concerns and/or complaints and escalate in compliance with internal policies and procedures
- Responsible to identify, manage, and if necessary, escalate the risks and/or control deficiencies.
Requirements
- Fluent in French (verbal and written communication)
- Chartered Investment Manager (CIM) designation or Chartered Financial Analyst (CFA) Level 1 or higher
- Registration with IIROC or a provincial securities regulator
- 2+ years’ relevant investment management experience within the last 5 years
- 2+ years’ experience in a client-facing investment advisory/management role
- Professional oral and written communication and facilitation skills
- Highly organized with ability to multitask and shift priorities effectively
- Positive attitude, enjoys people, and motivated to help others
- Strong problem resolution and comfortable with ambiguity
- Strong MS Excel (VBA), python & programming skills.
Benefits
- 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
- 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.
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