Wealth Management Associate At Rbc Winnipeg (Canada)

Wealth Management Associate At Rbc Winnipeg (Canada)

27 Aug
|
RBC Dominion Securities
|
Canada

27 Aug

RBC Dominion Securities

Canada

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 • Solid time management and organization skills • Experience delivering skilled client service • Understanding of securities industry is a plus

Support Advisors and clients through effective management and communication at RBC in Saskatoon. #J-18808-Ljbffr

📌 Wealth Management Associate At Rbc Winnipeg (Canada)
🏢 RBC Dominion Securities
📍 Canada

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: wealth management associate at rbc winnipeg (canada) / canada

Subscribe to this job alert:

Get the latest job offers by email for: wealth management associate at rbc winnipeg (canada) / canada