Rbc Associate Wealth Management Role Windsor

Rbc Associate Wealth Management Role Windsor

29 Sep
|
RBC
|
Windsor

29 Sep

RBC

Windsor

Become an Associate with RBC Dominion Securities in Windsor, Ontario, and engage in substantive client service and advisor support. This role requires solid organizational skills and an ability to cultivate client relationships.

In this position, you will support an Advisory Team by coordinating meetings, handling client inquiries, and facilitating onboarding for recent clients. Your focus will be on proactive service and maintaining compliance while ensuring timely updates of all client documentation.

A career at RBC promises growth through a structured training program and a supportive team workplace.

Key Responsibilities:
Prepare and coordinate meetings for the Advisory team
Respond to client inquiries with professionalism




Assist Advisors with new client onboarding
Manage and maintain client accounts systematically
Follow up on trades to ensure proper execution

Requirements:
Advanced skills in Microsoft Office Suite
Excellent time management and organizational capability
Proficient in verbal and written English communication
Completion of licensing requirements (CIRE) needed
Knowledge of RBC systems or securities industry experience preferred

Deliver outstanding client service while taking your skills to the next level at RBC.
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📌 Rbc Associate Wealth Management Role Windsor
🏢 RBC
📍 Windsor

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