RBC Dominion Securities
Wealth Management Associate at RBC
Job Description
Join RBC Dominion Securities as a Wealth Management Associate in Oakville, Canada, where your client-focused approach can make a real difference. You'll leverage your relationship skills to support clients in achieving their financial goals.
In this full-time role, you will be a vital part of a collaborative team, tasked with maintaining client accounts and ensuring exceptional service. Your responsibilities include responding to inquiries, managing communications, and onboarding new clients. You’ll also coordinate meetings and ensure compliance with internal standards.
Key Responsibilities:
• Maintain and manage existing client accounts
• Respond promptly to client inquiries and requests
• Utilize problem-solving skills for client service
• Assist in onboarding new clients effectively
• Ensure documentation accuracy and compliance
Requirements:
• Canadian Investment Regulatory Exam (CIRE)
• Strong proficiency in Microsoft Office Suite
• Excellent time ...
In this full-time role, you will be a vital part of a collaborative team, tasked with maintaining client accounts and ensuring exceptional service. Your responsibilities include responding to inquiries, managing communications, and onboarding new clients. You’ll also coordinate meetings and ensure compliance with internal standards.
Key Responsibilities:
• Maintain and manage existing client accounts
• Respond promptly to client inquiries and requests
• Utilize problem-solving skills for client service
• Assist in onboarding new clients effectively
• Ensure documentation accuracy and compliance
Requirements:
• Canadian Investment Regulatory Exam (CIRE)
• Strong proficiency in Microsoft Office Suite
• Excellent time ...