Wealth Associate

5 days ago

Edmonton, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

The RBC Dominion Securities branch located in Edmonton is seeking a Wealth Associate to execute Wealth Management Strategy.

You will provide quality client service and help deepen relationships with existing clients through Wealth Management Activities.

**What will you do?**
- Coordinate and prepare Wealth Management meetings for Advisors with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
- Assist the Advisor team with client onboarding.
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
- Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
- Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities

**What do you need to succeed?**

**Must-have**
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Proficient in effectively communicating with clients, gathering necessary information, addressing inquires, and providing clear explanations
- Minimum of 2 years of experience in financial industry

**Nice-to-have**
- Knowledge of RBC Dominion Securities’ systems and procedures, an asset

**What’s in it for you?**

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial service

**Job Skills**

Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-Oriented

**Additional Job Details**

**Address**:
10111 104 AVE NW:EDMONTON

**City**:
EDMONTON

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-12-05

**Application Deadline**:
2025-01-02

**I**nclusion** and Equal Opportunity Employment**

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

**Join our Talent Community**

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

  • Wealth Associate

    6 months ago

    Edmonton, Canada National Bank Full time

    Your Job: Serve as the day-to-day contact for clients, providing them with timely and informative responses to their inquiries via telephone and email. Work closely with our Investment Advisors, managing client requests and ensuring that daily transactions and trades are accurate. Liaise with various departments, manage key dates for client requests, and...

  • Wealth Associate

    1 week ago

    Edmonton, Canada National Bank Full time

    Your Job: Serve as the day-to-day contact for clients, providing them with timely and informative responses to their inquiries via telephone and email. Work closely with our Investment Advisors, managing client requests and ensuring that daily transactions and trades are accurate. Liaise with various departments, manage key dates for client requests, and...

  • Wealth Advisory Associate

    6 months ago

    Edmonton, Canada KBH Chartered Professional Accountants Full time

    Explore a rewarding career with KBH CHARTERED PROFESSIONAL ACCOUNTANTS (KBH), a leading Accounting and Advisory firm rooted in Alberta, with offices in both Edmonton and Provost. Our comprehensive services are crafted to address the unique financial and consulting needs of our clients’ owner-managed businesses. As a standout player in the Edmonton market,...

  • Wealth Associate

    6 months ago

    Edmonton, Canada National Bank of Canada Full time

    Are you a seasoned investment industry professional with a passion for delivering exceptional client service? Do you thrive in a dynamic, fast-paced environment where you can take ownership of your role and make a tangible impact? If so, we want to hear from you! **About Us*** Join the Angus Watt Advisory Group, a respected leader in Edmonton's financial...

  • Wealth Associate

    6 months ago

    Edmonton, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Administrative Associate

    4 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    As a highly skilled Administrative Associate at ScotiaMcLeod, you will play a vital role in contributing to the overall success of our Wealth Advisors. Your primary responsibility will be to ensure a high level of client service is achieved by effective administration and day-to-day trading of their business.About the RoleIn this dynamic position, you...

  • RBC Wealth Management Associate

    3 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is a leading investment and wealth management firm, seeking a skilled and collaborative individual to join our team as an Associate in Edmonton.Company OverviewWe are proud of our culture that enables success at every level and equips us to help our clients achieve their financial goals. Our commitment to innovation,...

  • Financial Planning Professional for Wealth Advisors

    3 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    OverviewAt Scotiabank, we are committed to helping our customers achieve their financial goals through a comprehensive approach to wealth management. As a Senior Financial Planning Associate, you will play a critical role in providing financial planning support to a dedicated team of Wealth Advisors.

  • Wealth Development Associate

    3 weeks ago

    Edmonton, Alberta, Canada National Bank Full time

    Job DescriptionWe are seeking a skilled Wealth Associate to join our team at National Bank. This is an exciting opportunity for someone who is passionate about delivering exceptional client service and working in a dynamic environment.About the RoleServe as the primary point of contact for clients, providing timely and informative responses to their...

  • Wealth Associate

    4 weeks ago

    Edmonton, Canada National Bank Full time

    Attendance On-Site Job number 18055 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 31-Aug-2023 Location: Edmonton, Alberta City Edmonton Province/State Alberta Area of Interest: Operations Your Job: Serve as the day-to-day contact for clients, providing them with timely and...

  • Wealth Associate

    3 months ago

    Edmonton, Canada National Bank Full time

    Attendance On-Site Job number 18055 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 31-Aug-2023 Location: Edmonton, Alberta City Edmonton Province/State Alberta Area of Interest: Operations Your Job: Serve as the day-to-day contact for clients, providing them with timely and...

  • Wealth Associate

    6 months ago

    Edmonton, Canada National Bank of Canada Full time

    **Your Job**: - Work closely with our Investment Advisors, managing client requests and ensuring that daily transactions and trades are accurate. - Liaise with various departments, manage key dates for client requests, and maintain an impeccably detailed task list to ensure that all client needs are met. **Your Team**: The Esposito Advisory Team’s focus...

  • Wealth Management Associate

    3 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    About ScotiaMcLeodAs a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.We empower our employees to deliver Enriched...

  • Financial Services Representative

    5 days ago

    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Wealth Associate Job SummaryWealth Associates play a vital role in executing wealth management strategies for our clients. As a key member of the RBC Dominion Securities team, you will provide exceptional client service and help deepen relationships with existing clients through wealth management activities.Coordinate and prepare wealth management meetings...

  • Associate - Investment and Wealth Management Professional

    4 weeks ago

    Edmonton, Alberta, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?At Royal Bank of Canada, we are committed to helping our clients achieve their financial goals. We are seeking a high-performing Associate to join our Wealth Management team in Edmonton. As a key member of our team, you will provide exceptional client service and support to our clients and advisors.What will...

  • Scotiamcleod Investment Associate

    3 months ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 202979 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Client Service Associate

    6 months ago

    Edmonton, Canada Raymond James Financial, Inc. Full time

    **Client Service Associate** - 2401480 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

  • Financial Advisor Associate

    5 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...

  • ScotiaMcLeod Investment Associate

    5 months ago

    Edmonton, Canada Scotiabank Full time

    Requisition ID: 202979 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.  When you join ScotiaMcLeod, you’ll...

  • Financial Advisor Associate

    6 months ago

    Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...