Become an integral part of RBC's Wealth Management team in Toronto as an Associate. This full-time position combines account management with exceptional client service, ensuring compliance and support. At RBC Dominion Securities, you will play a vital role in maintaining client relationships and supporting Advisors. With a strong focus on client service, your responsibilities will include managing accounts, responding to inquiries, and ensuring client documentation is compliant.
Your role will significantly contribute to the firm’s mission of financial success for clients. Key Responsibilities:
- Manage and maintain existing client accounts effectively
- Address client inquiries with professionalism and efficiency
- Collaborate with teams for timely solutions to client needs
- Support the onboarding process for recent clients
- Adhere to industry regulatory requirements for documentation Requirements:
- Must possess Canadian Investment Regulatory Exam (CIRE)
- Proficient in Microsoft Office Suite applications
- Excellent organization and time management skills
- Strong client service focus and communication abilities
- Knowledge of RBC systems is advantageous Drive forward your career in wealth management by joining RBC and making a difference in clients' financial journeys.
📌 Associate Role in Wealth Management at RBC (Toronto)
🏢 RBC Dominion Securities
📍 Toronto
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.