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 recent opportunities 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
Solid 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 RBC's mission of client success as an Associate in Newmarket.

📌 Associate Role In Wealth Management At Rbc Beeton
🏢 RBC Dominion Securities
📍 Beeton