Wealth Management Associate At Rbc Saint John (Canada)

Wealth Management Associate At Rbc Saint John (Canada)

02 Aug
|
RBC Dominion Securities
|
Canada

02 Aug

RBC Dominion Securities

Canada

Join RBC Dominion Securities as a Wealth Management Associate focused on client service and account management in Saint John, Canada. Utilize your skills in problem resolution and communication to support clients every day.
As a full time Associate, you will maintain existing client accounts and identify opportunities along with managing timelines and ensuring a quality client experience. Your expertise in addressing inquiries and collaborating with internal teams will enhance our commitment to exceptional client service in a energetic environment.
Key Responsibilities:
• Maintain and manage client accounts and timelines
• Respond to client inquiries efficiently and effectively
• Provide proactive client service through problem solving
• Communicate with clients, Advisors,



and internal partners
• Assist in onboarding current clients and preparing meetings
Requirements:
• Completion of Canadian Investment Regulatory Exam
• Proficiency in Microsoft Office Suite and business applications
• Strong time management and organizational skills
• Commitment to delivering high-quality client service
• Excellent verbal and written communication abilities
Your skills in problem solving, client interaction, and organization will be crucial in helping clients achieve their financial goals.
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📌 Wealth Management Associate At Rbc Saint John (Canada)
🏢 RBC Dominion Securities
📍 Canada

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