Associate - Wealth Management
2 days ago
Royal Bank of Canada is seeking a highly skilled Associate to join our Wealth Management team. As an Associate, you will play a critical role in providing exceptional client service and supporting the growth of our business.
Job DescriptionThe successful candidate will be responsible for:
- Providing professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
- Supporting Investment Advisors in general administrative duties in the management of client accounts
- Assisting Investment Advisors in the preparation of client reviews and presentations
- Requesting information and documentation from clients to open accounts and keep client files up to date
- Following up on client trades to ensure proper settlement and delivery
- Monitoring all pending transfers to ensure completion on a timely basis
To be successful in this role, you will need:
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong Microsoft Office Suite skills
- Meticulous attention to detail and excellent time management skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication skills in English
- Wealth Management Experience
We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will have the ability to make a difference and lasting impact in a dynamic, collaborative, progressive, and high-performing team.
The expected base salary range for this position is $37,500 - $45,000 depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn considerably more through RBC's robust discretionary bonus program, which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
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Associate - Wealth Management
4 days ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Associate to join our Wealth Management team. As an Associate, you will play a critical role in providing exceptional client service and supporting the growth of our business.Job DescriptionThe successful candidate will be responsible for:Providing professional servicing of incoming telephone and...
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Associate - Wealth Management
3 days ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Associate to join our Wealth Management team. As an Associate, you will play a critical role in providing exceptional client service and supporting the growth of our business.Job DescriptionThe successful candidate will be responsible for:Providing professional servicing of incoming telephone and...
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Associate - Wealth Management Professional
2 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service, managing client accounts, and supporting our Investment Advisors in their daily activities.Key ResponsibilitiesProvide professional and...
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Associate - Wealth Management Professional
2 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service, managing client accounts, and supporting our Investment Advisors in their daily activities.Key ResponsibilitiesProvide professional and...
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Investment Advisor
2 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll have the tools to succeed in the financial services industry.What You Do Best:You possess excellent communication...
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Investment Advisor
2 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you'll have the tools to succeed in the financial services industry.What You Do Best:You possess excellent communication...
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Financial Services Associate
7 days ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Associate to join our Wealth Management team in Vernon, Canada. As a key member of our advisory team, you will provide exceptional client service and support the Investment Advisors in managing client accounts.Key ResponsibilitiesProvide professional servicing of client contacts, including telephone...
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Financial Services Associate
7 days ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Associate to join our Wealth Management team in Vernon, Canada. As a key member of our advisory team, you will provide exceptional client service and support the Investment Advisors in managing client accounts.Key ResponsibilitiesProvide professional servicing of client contacts, including telephone...
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Investment Advisor
2 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will enable you to provide expert financial planning and investment advice to high-net-worth...
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Investment Advisor
2 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will enable you to provide expert financial planning and investment advice to high-net-worth...
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Financial Services Associate
1 week ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Associate to join our Wealth Management team in Vernon. As a key member of our advisory team, you will provide exceptional service to our sophisticated clientele and support the growth of our business.Key ResponsibilitiesProvide professional servicing of incoming telephone and email contacts from...
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Financial Services Associate
2 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled Associate to join our Wealth Management team in Vernon. As a key member of our advisory team, you will provide exceptional service to our sophisticated clientele and support the growth of our business.Key ResponsibilitiesProvide professional servicing of incoming telephone and email contacts from...
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Financial Services Associate
1 day ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is a leading investment and wealth management firm that values collaboration and innovation. We are seeking a highly skilled Associate to join our team in Vernon, Canada.Job DescriptionThe successful candidate will be responsible for providing exceptional client service, supporting Investment Advisors in administrative duties,...
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Financial Services Associate
1 day ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is a leading investment and wealth management firm that values collaboration and innovation. We are seeking a highly skilled Associate to join our team in Vernon, Canada.Job DescriptionThe successful candidate will be responsible for providing exceptional client service, supporting Investment Advisors in administrative duties,...
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Financial Services Associate
5 days ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and supporting the Investment Advisors in the management of client accounts.Key ResponsibilitiesProvide professional servicing of incoming...
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Financial Services Associate
5 days ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and supporting the Investment Advisors in the management of client accounts.Key ResponsibilitiesProvide professional servicing of incoming...
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Investment Advisor
2 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionUnlock Your Potential as a Financial ExpertAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert advice and guidance to individuals and...
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Investment Advisor
2 weeks ago
Vernon, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionUnlock Your Potential as a Financial ExpertAs a Financial Advisor at Royal Bank of Canada, you will have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive training and support, you will be equipped to provide expert advice and guidance to individuals and...
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Financial Services Associate
1 week ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob OpportunityRoyal Bank of Canada is seeking a highly skilled Associate to join our team in Vernon, Canada. As a key member of our advisory team, you will provide exceptional service to our clients and support the growth of our business.Key ResponsibilitiesProvide professional servicing of client contacts, including telephone and email interactionsSupport...
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Financial Services Associate
1 week ago
Vernon, British Columbia, Canada Royal Bank of Canada> Full timeJob OpportunityRoyal Bank of Canada is seeking a highly skilled Associate to join our team in Vernon, Canada. As a key member of our advisory team, you will provide exceptional service to our clients and support the growth of our business.Key ResponsibilitiesProvide professional servicing of client contacts, including telephone and email interactionsSupport...
