Bilingual Wealth Management Associate Role Pointe Claire (Pointe-Claire)

Bilingual Wealth Management Associate Role Pointe Claire (Pointe-Claire)

25 Sep
|
RBC
|
Pointe-Claire

25 Sep

RBC

Pointe-Claire

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 solid 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.

📌 Bilingual Wealth Management Associate Role Pointe Claire (Pointe-Claire)
🏢 RBC
📍 Pointe-Claire

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