Join RBC Dominion Securities as a Wealth Management Associate in Trois-Rivières, Canada. Engage clients, maintain accounts, and support advisory teams to foster lasting financial relationships.
This full-time position focuses on providing exceptional client service and working collaboratively to deepen client relations. With a minimum of two years in the securities industry, you will manage account administration and documentation while assisting in wealth management strategies. Developing a strong rapport with clients is essential as you ensure their needs are met efficiently and effectively.
Key Responsibilities:
• Maintain and manage client accounts and relationships
• Respond promptly to client inquiries and requests
• Resolve problems proactively with superior client service
• Collaborate with advisors to welcome and onboard new clients
• Coordinate meetings and prepare materials for client discussions
Requirements:
• Canadian Investment Regulatory Exam (CIRE) certification
• Mastery of the French language
• Minimum two years’ experience in securities
• Robust knowledge of Microsoft 365 applications
• Excellent attention to detail and time management skills
Leverage your expertise in client service and wealth planning as a vital part of RBC Dominion Securities in Trois-Rivières.
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