27 Sep
|
RBC
|
East Gwillimbury
27 Sep
RBC
East Gwillimbury
Become an Investment Associate at RBC Dominion Securities in Newmarket, where the focus is on outstanding client service and relationship management. Your expertise in account maintenance and communication will be vital in this role.
This full-time position involves supporting our Advisors and ensuring clients feel valued and informed. You will manage client accounts, oversee compliance with regulations, and handle inquiries with professionalism and empathy. Interdepartmental collaboration will be key to providing timely solutions for our clients.
Key Responsibilities: • Oversee and maintain client accounts and timelines • Answer client inquiries effectively and efficiently • Work with various teams to find solutions • Facilitate the onboarding process for recent clients • Help prepare and coordinate client meetings
Requirements: • Requires Canadian Investment Regulatory Exam, CIRE • Strong skills in Microsoft Office Suite • Ability to manage time and organize effectively • Demonstrated skills in client service delivery • Excellent communication skills, both verbal and written
Engage in proactive client support and join RBC Dominion Securities to enhance your career.
📌 Full-Time Investment Associate in Newmarket (East Gwillimbury)
🏢 RBC
📍 East Gwillimbury