Elevate client experiences as a Wealth Management Associate with RBC Dominion Securities in Richmond Hill. Deliver exceptional service while managing client accounts and supporting Advisors effectively. As a key member of the Executive Council Team, you will need to exhibit resourcefulness in enhancing client relationships. With a focus on client onboarding and administrative excellence, you will ensure compliance and foster collaboration with the Advisor team.

Your role is pivotal in managing wealth management planning and maintaining client satisfaction throughout the process. Key Responsibilities:

- Coordinate seamless onboarding experiences for current clients
- Enhance ongoing client relationships through proactive service
- Prepare and facilitate meetings between Advisors and clients




- Manage incoming communications efficiently across departments
- Ensure compliance through timely documentation updates

Requirements:

- Minimum 3 years in the securities industry
- Canadian Investment Regulatory Exam, CIRE certification
- Proficient in Microsoft Office Suite and business applications
- Exceptional verbal and written communication skills
- Strong organization and time management capabilities

Make a lasting impact on client experiences by utilizing your experience and problem-solving skills at RBC in Richmond Hill.

📌 Wealth Management Associate at RBC (Richmond Hill)
🏢 RBC Dominion Securities
📍 Richmond Hill