Contribute to RBC's Wealth Management team as a Senior Client Associate in Richmond Hill, ensuring high-quality client service and account management.

Support

Advisors with comprehensive client interactions. In this key role, you will help deepen client relationships while ensuring documentation is compliant and fresh. Your skills in time management and client communication will be crucial as you assist in onboarding and liaising with internal departments.

Experience in securities is essential for this position. Key Responsibilities:
Optimize client onboarding and ongoing support
Coordinate timely meetings for Advisor teams
Deliver proactive and detailed client service
Ensure adherence to documentation standards
Manage all incoming client communications Requirements:
Minimum 3 years of securities industry experience
Completion of Canadian Investment Regulatory Exam (CIRE)
Proficient in Microsoft Office Suite applications
Demonstrated exceptional communication abilities
Knowledge of RBC systems preferred Make an impactful contribution to wealth management at RBC with your client service expertise.

📌 Senior Client Associate Wealth Management Richmond Hill
🏢 RBC Dominion Securities
📍 Richmond Hill