Client service and problem resolution shape this full-time Senior Associate role at RBC Dominion Securities, based at Royal Bank Plaza in Toronto. Serve clients closely.
This Senior Associate supports an Investment Advisor and advisory team through account follow-up, relationship management, and coordinated execution. You will work with departments, Wealth Management specialists, clients, prospects, and Centers of Influence. The position requires a university degree, CIRE, and polished communication.
Key Responsibilities: Answer account inquiries and remain accountable for follow-up
Liaise with departments to execute client requirements
Attend client meetings and complete post-meeting activities
Identify asset consolidation and referral opportunities
Manage relationships with Centers of Influence
Requirements: Canadian Investment Regulatory Exam, CIRE
University degree
Highly-developed client service skills
Meticulous attention to detail
Solid problem-solving and analytical skills preferred
Bring accountable follow-up, relationship management, and problem-resolution skills to RBC Dominion Securities’ Toronto wealth management team.