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 new opportunities and providing tailored financial solutions.Key Responsibilities:Maintain up-to-date client accounts and recordsTimely responses to client requests and documentation needsCollaborate with Advisors for effective client servicePrepare for client meetings and onboardingMonitor and follow up on client transactionsRequirements:Certification in Canadian Investment Regulatory Exam, CIREProficient use of Microsoft Office applicationsStrong organizational and communication skillsExperience in a wealth management setting is beneficialFamiliarity with RBC systems is an advantageElevate your career and contribute to RBC's mission of client success as an Associate in Newmarket.

📌 Associate Role In Wealth Management At Rbc (Bradford West Gwillimbury)
🏢 RBC Dominion Securities
📍 Bradford West Gwillimbury