04 Oct
|
RBC
|
Bradford West Gwillimbury
04 Oct
RBC
Bradford West 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 timelinesAnswer client inquiries effectively and efficientlyWork with various teams to find solutionsFacilitate the onboarding process for recent clientsHelp prepare and coordinate client meetingsRequirements:Requires Canadian Investment Regulatory Exam, CIREStrong skills in Microsoft Office SuiteAbility to manage time and organize effectivelyDemonstrated skills in client service deliveryExcellent communication skills, both verbal and writtenEngage in proactive client support and join RBC Dominion Securities to enhance your career.
📌 Associate - $37,500 - $50,000 A Year (Bradford West Gwillimbury)
🏢 RBC
📍 Bradford West Gwillimbury