Take the next step as an Associate in Wealth Management with RBC Dominion Securities, based in Newmarket, Canada. This role focuses on supporting Advisors and providing top-notch service to enhance client satisfaction.

In this full time position, you will manage client accounts, handle inquiries, and ensure compliance across documentation. Your engagement with both clients and internal teams is crucial for identifying current prospects and providing tailored financial solutions.

Key Responsibilities:
• Maintain up-to-date client accounts and records
• Timely responses to client requests and documentation needs
• Collaborate with Advisors for effective client service
• Prepare for client meetings and onboarding
• Monitor and follow up on client transactions

Requirements:
• Certification in Canadian Investment Regulatory Exam, CIRE
• Proficient use of Microsoft Office applications
• Strong organizational and communication skills
• Experience in a wealth management setting is beneficial
• Familiarity with RBC systems is an advantage

Elevate your career and contribute to RBCs mission of client success as an Associate in Newmarket.
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📌 Associate Role In Wealth Management At Rbc Newmarket
🏢 RBC Dominion Securities
📍 Newmarket