Support wealth management clients in Laval through exceptional service, account administration, and portfolio planning with RBC Dominion Securities.

RBC Dominion Securities seeks an Associate for its Laval branch. You will support clients and an Investment Advisor through account maintenance, documentation, client communications, and wealth management planning. The position requires French mastery, securities industry experience, and Microsoft 365 proficiency.

Key Responsibilities:

- Maintain client accounts and manage important timelines and dates
- Respond to transactions, documentation, reporting, and account inquiries
- Resolve client issues while coordinating with internal departments
- Welcome current clients and support advisory team onboarding
- Prepare advisor meetings and update communication channels

Requirements:

- Canadian Investment Regulatory Exam certification
- Mastery of French and knowledge of English preferred
- Minimum two years of securities industry experience
- Strong Microsoft 365 skills, including Word and Excel
- Excellent attention to detail and time management

Bring client service, regulatory documentation, and planning skills to RBC Dominion Securities wealth management operations in Laval.

📌 Wealth Management Associate Laval
🏢 RBC
📍 Laval