Join RBC Dominion Securities as a Bilingual Wealth Management Associate in Pointe-Claire, Canada. Provide essential support to clients and the advisory team while identifying growth opportunities. In this full time role, you will deepen client relationships through personalized advice and manage effective client service strategies. A strong focus will be on problem-solving, detail orientation, and collaboration with wealth management specialists. Key Responsibilities:
- Account for client inquiries and ensure follow-through
- Create and execute tailored client service plans
- Pinpoint potential referrals and asset consolidation solutions
- Manage lead acquisition alongside the advisory team
- Execute trades and monitor portfolio balance Requirements:
- CIRO Registered Representative (RR) certification
- University degree and a minimum of 4 years in investments
- Bilingual capabilities in English and French required
- Proficiency in Microsoft 365 tools
- Strong analytical abilities coupled with client service Empower clients by delivering exceptional wealth management services as part of our success-driven team.