RBC Associate in Wealth Management (British Columbia)

RBC Associate in Wealth Management (British Columbia)

11 Aug
|
RBC Dominion Securities
|
British Columbia

11 Aug

RBC Dominion Securities

British Columbia

Enhance client experiences as an Associate at RBC Dominion Securities in Coquitlam. Provide administrative and client support to a dynamic Advisory Team within a top-rated firm.

In this Associate role, you will help deepen relationships with existing clients by delivering quality service and ensuring effective support operations. Your responsibilities include coordinating client meetings, managing inquiries, and assisting the Advisor team following compliance guidelines.

Key Responsibilities:
• Prepare and coordinate client meetings for Advisors
• Provide exemplary client service with focus on detail
• Address client inquiries regarding account transactions
• Facilitate client onboarding and documentation
• Manage communications from clients and internal partners

Requirements:
• Canadian Investment Regulatory Exam (CIRE) required
• Expertise in Microsoft Office Suite
• Strong organizational and time management skills
• Skilled communication skills, both verbal and written
• Familiarity with RBC's protocols is beneficial

Join a high-performing team focused on empowering clients to achieve their financial goals.
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📌 RBC Associate in Wealth Management (British Columbia)
🏢 RBC Dominion Securities
📍 British Columbia

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