RBC Dominion Securities in Vaughan seeks a resourceful Senior Associate to support wealth management services within a leading branch. You will maintain client accounts, ensure documentation is accurate and up-to-date, and collaborate with an Investment Advisor to manage portfolios and planning prospects.
The role emphasizes exceptional client service, onboarding recent clients, coordinating meetings, and maintaining regulatory compliance within internal controls.
📌 Wealth Management Associate: Client Services & Onboarding Vaughan
🏢 RBC
📍 Vaughan