Associate Wealth Advisor (Vancouver)

Associate Wealth Advisor (Vancouver)

02 Nov
|
RBC
|
Vancouver

02 Nov

RBC

Vancouver

Job Description

What is the prospect?

The RBC Dominion Securities Vancouver Main branch is seeking a talented, self-directed individual with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.

What will you do?

- Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
- Effectively respond to client

📌 Associate Wealth Advisor (Vancouver)
🏢 RBC
📍 Vancouver

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