Rbc Associate Wealth Management Focus Calgary

Rbc Associate Wealth Management Focus Calgary

24 Sep
|
RBC
|
Calgary

24 Sep

RBC

Calgary

Become a Wealth Management Associate at RBC Dominion Securities in Calgary. Foster client success by ensuring quality service delivery in private banking and account management. As part of the RBC team, you will oversee daily banking operations and adapt services to meet high net worth clients' needs.

Your responsibilities include analyzing client accounts, introducing tailored products, and addressing inquiries with warmth and professionalism. Leverage technology to strengthen relationships and provide valuable insights to clients. Key Responsibilities:
Review daily private banking deal execution
Monitor banking business trends and performance
Develop relationships with high net worth clients
Manage existing accounts, ensuring timely follow-up
Quickly and professionally respond to client needs Requirements:
Completion of the Canadian Investment Regulatory Exam
Proficient with Microsoft Office Suite and business tools
Robust organizational and time management skills
Proven ability to deliver high-quality client service
Excellent communication skills in English Bring your expertise in investment and relationship management to contribute to RBC's success in wealth management.

📌 Rbc Associate Wealth Management Focus Calgary
🏢 RBC
📍 Calgary

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