RBC Dominion Securities
Wealth Management Associate at RBC
Job Description
Drive client success at RBC Dominion Securities as a Wealth Management Associate in Mississauga. Your duties will include account maintenance, client inquiry responses, and proactive service delivery.
This full-time associate role in Wealth Management involves managing client accounts while ensuring timely communication and problem resolution. You will work alongside Advisors to onboard new clients and maintain compliance with industry regulations. Embrace this opportunity to enhance client relationships through warm and professional service.
Key Responsibilities:
• Manage existing client accounts with care
• Handle client inquiries promptly and accurately
• Collaborate with teams to resolve issues efficiently
• Prepare and coordinate meetings with clients
• Ensure compliance with documents and procedures
Requirements:
• Canadian Investment Regulatory Exam, CIRE required
• Proficient in Microsoft Office Su...
This full-time associate role in Wealth Management involves managing client accounts while ensuring timely communication and problem resolution. You will work alongside Advisors to onboard new clients and maintain compliance with industry regulations. Embrace this opportunity to enhance client relationships through warm and professional service.
Key Responsibilities:
• Manage existing client accounts with care
• Handle client inquiries promptly and accurately
• Collaborate with teams to resolve issues efficiently
• Prepare and coordinate meetings with clients
• Ensure compliance with documents and procedures
Requirements:
• Canadian Investment Regulatory Exam, CIRE required
• Proficient in Microsoft Office Su...