24 Aug
|
RBC Dominion Securities
|
Saskatchewan
24 Aug
RBC Dominion Securities
Saskatchewan
Join RBC Dominion Securities in Saskatoon as a Wealth Management Associate. You will provide exceptional client service and support to Advisors, fostering strong relationships and managing client accounts.
As a key member of the team, you will coordinate meetings and assist with client onboarding. Ensuring accurate documentation and compliance is essential in maintaining effective communication with clients and partners. This full time role focuses on client management, wealth planning, and investment support within a leading investment firm.
Key Responsibilities:
• Coordinate meetings for Advisors and clients
• Provide proactive client service and problem resolution
• Handle inquiries regarding transactions and reporting
• Assist in client onboarding processes
• Maintain accurate client account records
Requirements:
• Canadian Investment Regulatory Exam (CIRE)
• Proficient in Microsoft Office Suite
• Strong time management and organization skills
• Experience delivering professional client service
• Understanding of securities industry is a plus
Support Advisors and clients through effective management and communication at RBC in Saskatoon.
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📌 Wealth Management Associate at RBC (Saskatchewan)
🏢 RBC Dominion Securities
📍 Saskatchewan