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Dominion Securities, Royal Bank Of Canada Work Values
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Daily Duties at Dominion Securities, Royal Bank Of Canada:
Supported a growing Investment Advisor's business and provided clients with exceptional service in an efficient and professional manner. Investigated and resolved inquiries and complaints related to accounts and referred to the Investment Advisor where appropriate. Follow-up on client trades to ensure proper settlement and delivery. Maintained current knowledge of client accounts by reviewing daily activity online and on applicable reports. Utilized contact management system for daily task management & provide world class client service to our valued clients. Assisted in Portfolio Asset Allocation & Rebalancing for clients utilizing the Strategic Financial Planning RBC A+ software. Assisted in Current Asset Valuation & analysis and gained insightful experience in Wealth Management & Client Relations.
What they like about Dominion Securities, Royal Bank Of Canada:
A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.
Tags
Financial, Management, Planning, Portfolio Management, Retirement planning, Bilingual, Cash Management, Communication Skills, English Language, Excellent Communication Skills, Estate Planning, Spanish Language, Financial Planning, Financial Analysis, SalesForce, CRM
Information about Dominion Securities, Royal Bank Of Canada
Company Rank: Not Available
Average length of employment : 0 years
Average salary of employees: $250,000
These are some of the questions we asked our climbers about their experiences with Dominion Securities, Royal Bank Of Canada:
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| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
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| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Dominion Securities, Royal Bank Of Canada had these interests:
| Websites | |
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| LinkedIn https://ca.linkedin.com/in/guillermo-nafarrate-mscfin-2a638265 |
