Support wealth management clients in Richmond Hill through account administration, portfolio coordination, and exceptional service for RBC Dominion Securities.
As a Senior Associate, you will support the Executive Council Team and Advisor team. You will maintain client accounts, coordinate onboarding, prepare meetings, and manage documentation. Your work helps deepen relationships and support wealth management planning opportunities.
Key Responsibilities: Enhance client experiences from onboarding through year-round contact
Welcome and onboard current clients with Advisors
Coordinate and prepare Advisor client and prospect meetings
Resolve inquiries involving transactions, documents, and reporting
Follow up on client trades through settlement and delivery
Requirements: Canadian Investment Regulatory Exam, CIRE
Strong Microsoft Office Suite and business application skills
High-quality time management and organization skills
Professional, warm, and friendly client service approach
Minimum five years of securities industry experience preferred
Bring client service, account management, and documentation expertise to RBC Dominion Securities wealth management in Richmond Hill.

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📌 Senior Wealth Management Associate (Ontario)
🏢 RBC
📍 Ontario