Wealth Management Associate at RBC (Montreal)

Wealth Management Associate at RBC (Montreal)

04 Aug
|
RBC Dominion Securities
|
Montreal

04 Aug

RBC Dominion Securities

Montreal

Elevate your career as a Wealth Management Associate with RBC Dominion Securities in Montréal. Join a top-ranked firm known for client relationships and outstanding service teams. RBC Dominion Securities is seeking a collaborative and resourceful individual for the Associate role at its Place Ville Marie branch.

Your primary focus will be providing exceptional service to clients while supporting advisory teams in client onboarding and account management. You will ensure compliance and internal controls are met while effectively communicating with clients and various departments. Key Responsibilities:

- Maintain and manage client accounts systematically
- Respond promptly to client inquiries and requests




- Provide proactive client support using problem-solving skills
- Assist in onboarding new clients seamlessly
- Update communication channels with social media expertise Requirements:
- Canadian Investment Regulatory Exam (CIRE) certification
- Bilingual in English and French
- Minimum of 2 years of securities industry experience
- Solid knowledge of Microsoft 365 apps
- High attention to detail with time management skills Leverage your client service skills and wealth management passion at RBC, contributing to strong client relationships.

📌 Wealth Management Associate at RBC (Montreal)
🏢 RBC Dominion Securities
📍 Montreal

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