RBC Dominion Securities in Victoria is seeking a Client-Focused Associate to enhance client relationships and support our Advisory team. This full time role emphasizes relationship management and effective service delivery. As an Associate, you will play a pivotal role in managing client accounts while ensuring compliance and effective documentation.
Your proactive approach will enhance the client experience and support the needs of our Investment Advisors. This position requires excellent communication and organizational skills to facilitate client onboarding and maintain relationships with existing clients. Key Responsibilities:
- Manage client inquiries and execute requests
- Oversee cash flow processes, including wires and deposits
- Ensure timely administration for account compliance
- Prepare meeting materials and confirm logistics
- Support estate settlement and tax reporting tasks Requirements:
- Strong attention to detail and communication skills
- Proficiency with technology and firm systems
- Completion of the Canadian Investment Regulatory Exam, CIRE
- Experience in account management or related fields
- Ability to work collaboratively in a team environment Elevate your career by offering exceptional client support and becoming an integral part of RBC’s wealth management team in Victoria.
📌 Client-Focused Associate at RBC Dominion Securities (Victoria)
🏢 RBC Dominion Securities
📍 Victoria
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