Apply on Kit Job: kitjob.ca/job/2fry0z

Step into the role of Wealth Management Associate where you will offer exceptional support to clients and Advisors. Manage client accounts and utilize your skills to maintain compliance and promote client satisfaction.
This role encompasses crucial responsibilities in managing client communication and ensuring the accuracy of documentation. You will work closely with Advisors and contribute to onboarding new clients while showcasing your problem-solving strengths in a collaborative team environment.
Key Responsibilities:
• Manage existing client accounts and support onboarding
• Respond to client inquiries with professionalism
• Prepare and coordinate meetings for Advisors
• Ensure compliance with necessary documentation




• Update communication channels including social media
Requirements:
• Canadian Investment Regulatory Exam (CIRE) certification required
• Strong skills in business applications and Microsoft Office
• High-quality organizational and time management skills
• Excellent written and verbal communication
• Experience in the securities industry is advantageous
Unlock your potential as a Wealth Management Associate by enhancing client relationships and supporting financial goals in a team-oriented culture.
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Apply on Kit Job: kitjob.ca/job/2fry0z

📌 Dynamic Associate in Wealth Management with Client-Focused Expertise (Toronto)
🏢 RBC Dominion Securities
📍 Toronto