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
- Robust problem-solving and analytical skills preferred
Bring accountable follow-up, relationship management, and problem-resolution skills to RBC Dominion Securities’ Toronto wealth management team.