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:
Solid 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 workplace 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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