Job Description
Join RBC Dominion Securities as a Wealth Management Associate in Toronto, Canada. This full-time role emphasizes client service, relationship management, and support for the Advisor team.
As an Associate in the wealth management team, you will enhance client experiences by maintaining accounts and ensuring accurate documentation. You will manage client communications and facilitate warm onboarding for new clients. Support the Advisor team in delivering timely solutions and contribute to wealth management planning.
Key Responsibilities:
• Maintain and support existing client accounts
• Respond to client inquiries promptly and thoroughly
• Collaborate with departments for efficient service delivery
• Assist in onboarding new clients to the firm
• Prepare meetings for Advisors with clients and prospects
Requirements:
• Completion of Canadian Investment Regulatory Exam (CIRE)
• Proficiency in Microsoft Office and business applications
• High-quality organiz...
As an Associate in the wealth management team, you will enhance client experiences by maintaining accounts and ensuring accurate documentation. You will manage client communications and facilitate warm onboarding for new clients. Support the Advisor team in delivering timely solutions and contribute to wealth management planning.
Key Responsibilities:
• Maintain and support existing client accounts
• Respond to client inquiries promptly and thoroughly
• Collaborate with departments for efficient service delivery
• Assist in onboarding new clients to the firm
• Prepare meetings for Advisors with clients and prospects
Requirements:
• Completion of Canadian Investment Regulatory Exam (CIRE)
• Proficiency in Microsoft Office and business applications
• High-quality organiz...