Serve Toronto wealth management clients through responsive service, accurate account transactions, and effective relationship management. This is a full time contract position.

The Associate serves as a primary client contact within RBC's Wealth Management platform. The work combines customer service, fund transfers, wire payments, account maintenance, and onboarding coordination. You will liaise with internal partners and external stakeholders while supporting regulatory and firm requirements.

Key Responsibilities:

- Deliver responsive, professional service as primary client contact
- Process fund transfers, wire payments, and account maintenance
- Coordinate onboarding documentation for new clients




- Liaise with partners to resolve inquiries and execute requests
- Maintain controls and identify potential operational risks

Requirements:

- Customer service and customer service management skills
- Solid interpersonal relationship management abilities
- Decision making skills for client and operational matters
- Knowledge of investment management
- Understanding of investment performance measurement

Bring client service, transaction accuracy, and operational judgment to RBC Wealth Management in Toronto's client-focused Associate position.

📌 Wealth Management Client Associate (Toronto)
🏢 RBC
📍 Toronto