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 • Solid analytical abilities coupled with client service
Empower clients by delivering exceptional wealth management services as part of our success-driven team. #J-18808-Ljbffr