RBC Dominion Securities seeks a dedicated Wealth Management Associate in Whitby, Canada. This role focuses on client service, account management, and team collaboration to enhance client relationships.

Join a leading investment and wealth management firm renowned for its supportive culture. As an Associate, you'll support Advisors in managing client portfolios while ensuring compliance and documentation accuracy. You will coordinate client meetings, provide proactive service, and help facilitate client onboarding while maintaining clear communication across departments.

Key Responsibilities:
• Coordinate meetings for Advisors with clients and prospects
• Provide exceptional service with proactive problem resolution
• Respond to client inquiries regarding account transactions




• Assist the Advisor team during the client onboarding process
• Maintain accurate and timely documentation for client files

Requirements:
• Canadian Investment Regulatory Exam (CIRE) certification
• Strong skills in Microsoft Office Suite
• High level of organization and time management
• Experience in providing skilled client service
• Knowledge of RBC systems is a plus

Leverage your client service and account management expertise at RBC Dominion Securities to make a meaningful impact.
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📌 Wealth Management Associate in Whitby (Ontario)
🏢 RBC Dominion Securities
📍 Ontario