Wealth management coordination and client service define this full time Senior Associate opportunity with RBC Dominion Securities in Toronto. Support advisors and strengthen client relationships.
As a Senior Associate, you will coordinate meetings, respond to account inquiries, and support the Wealth Management process. You will research markets and investments, liaise with departments, and help execute client service plans. The role suits a self-directed professional with strong communication skills.
Key Responsibilities:
- Coordinate client and prospect meetings, agendas, documentation, and follow-up
- Provide proactive service and resolve client account issues
- Support business plans, segmentation, and client service plans
- Research markets and investments for advisory team updates
- Coordinate Wealth Management activities and track progress
Requirements:
- Canadian Investment Regulatory Exam, CIRE
- University degree
- Self-directed, growth and goals-oriented mindset
- Exceptional written and verbal communication skills
- Four or more years in the investment industry preferred
Apply wealth management coordination, market research, and client service expertise as a Senior Associate in Toronto.