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Wealth Associate

2 months ago

Ottawa, Ontario, Canada Royal Bank of Canada Full time
Job Summary

Royal Bank of Canada is seeking a highly skilled Wealth Associate to join our team in Downtown Ottawa. As a key member of our Advisory Team, you will play a critical role in executing our Wealth Management Strategy and providing exceptional client service.

Key Responsibilities
  • 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 uptodate 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
Requirements
  • Candidate must have Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • 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
  • Minimum of 2 years of experience in securities industry
What We Offer
  • 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 services