Wealth Management Associate at RBC (Manitoba)

Wealth Management Associate at RBC (Manitoba)

22 Aug
|
RBC Dominion Securities
|
Manitoba

22 Aug

RBC Dominion Securities

Manitoba

Join RBC Dominion Securities in Brandon as a Wealth Management Associate, where your communication skills and client service will shine. Support Advisors and enhance client experiences in a team-oriented work environment.

RBC, ranked #1 in Canada, seeks a detailed and organized Associate for its Winnipeg branch. This role requires experience in the financial services sector, along with proficiency in Microsoft Office. Your primary focus will be on managing communications and responding to inquiries tailored to client needs throughout the investment lifecycle.

Key Responsibilities:
• Manage incoming communications from clients and Advisors
• Provide proactive client service and resolve issues
• Respond to client inquiries and facilitate follow-ups




• Support Advisors with administrative tasks efficiently
• Assist in client acquisition and business plan execution

Requirements:
• Excellent verbal and written communication skills
• Experience in financial services industry required
• High attention to detail and strong organizational skills
• Proficient in Microsoft Office Suite
• Desired: Post-secondary education or CIRE certification

Bring your client-focused approach and organizational skills to RBC and help clients reach their financial goals.
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📌 Wealth Management Associate at RBC (Manitoba)
🏢 RBC Dominion Securities
📍 Manitoba

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