Associate - Wealth Management
2 months 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.
Key Responsibilities- Provide professional servicing of client contacts, including telephone and email interactions
- Support Investment Advisors in general administrative duties, including client account management
- Assist in the preparation of client reviews and presentations
- Request information and documentation from clients to maintain accurate client files
- Follow up on client trades to ensure timely settlement and delivery
- Monitor pending transfers to ensure completion
- 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
- Exceptional verbal and written communication skills in English
- Wealth Management experience
- A comprehensive Total Rewards Program, including bonuses and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, and high-performing team
- A world-class training program in financial services
The expected base salary range for this position is $37,500 - $45,000, depending on experience, skills, and registration status. You also have the potential to earn more through RBC's discretionary bonus program.
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Associate - Wealth Management
2 months ago
Abbotsford, British Columbia, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at Royal Bank of Canada. As an Associate, you will play a key role in providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesProvide professional servicing of client contacts, including responding to...
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Associate - Wealth Management
2 months ago
Abbotsford, British Columbia, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at Royal Bank of Canada. As an Associate, you will play a key role in providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesProvide professional servicing of client contacts, including responding to...
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Wealth Management Associate
3 weeks ago
Abbotsford, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Wealth Management Associate. In this role, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key ResponsibilitiesProvide professional servicing of incoming telephone and email contacts from...
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Associate - Wealth Management Professional
2 months ago
Abbotsford, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at Royal Bank of Canada. As an Associate, you will play a key role in providing exceptional client service, supporting Investment Advisors, and contributing to the growth of our business.Key ResponsibilitiesProvide professional servicing of client...
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Associate - Wealth Management Professional
2 months ago
Abbotsford, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at Royal Bank of Canada. As an Associate, you will play a key role in providing exceptional client service, supporting Investment Advisors, and contributing to the growth of our business.Key ResponsibilitiesProvide professional servicing of client...
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Associate - Wealth Management Professional
4 weeks ago
Abbotsford, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Associate to join our Wealth Management team in Abbotsford. As an Associate, you will play a key role in providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesProvide professional servicing of client contacts, including telephone and email...
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Associate - Wealth Management Professional
4 weeks ago
Abbotsford, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Associate to join our Wealth Management team in Abbotsford. As an Associate, you will play a key role in providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesProvide professional servicing of client contacts, including telephone and email...
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Associate
3 weeks ago
Abbotsford, 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 in Abbotsford. As a key member of our team, you will be responsible for providing exceptional client service, supporting Investment Advisors, and contributing to the growth of our business.Key ResponsibilitiesProvide professional servicing...
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Associate
3 weeks ago
Abbotsford, British Columbia, Canada RBC Full timeJob SummaryRBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.Job DescriptionWe are seeking a highly skilled and motivated...
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Financial Services Associate
1 month ago
Abbotsford, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate to join our team in Abbotsford. As a key member of our advisory team, you will be responsible for providing exceptional client service and administrative support to our high-net-worth clients.Key ResponsibilitiesProvide professional servicing of client contacts, including...
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Financial Services Associate
2 months ago
Abbotsford, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate to join our team in Abbotsford. As a key member of our advisory team, you will be responsible for providing exceptional client service and administrative support to our high-net-worth clients.Key ResponsibilitiesProvide professional servicing of client contacts, including...
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Financial Services Associate
1 month ago
Abbotsford, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate to join our team in Abbotsford. As a key member of our advisory team, you will be responsible for providing exceptional client service and administrative support to our high-net-worth clients.Key ResponsibilitiesProvide professional servicing of client contacts, including...
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Financial Services Associate
2 months ago
Abbotsford, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate to join our team in Abbotsford. As a key member of our advisory team, you will be responsible for providing exceptional client service and administrative support to our high-net-worth clients.Key ResponsibilitiesProvide professional servicing of client contacts, including...
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Investment Advisor
2 weeks ago
Abbotsford, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionUnlock your potential as a Financial Planning and Portfolio Management Expert at RBCAs a Financial Planning and Portfolio Management Expert at RBC, 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...
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Financial Services Associate
2 months ago
Abbotsford, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate to join our team in Abbotsford. As a key member of our advisory team, you will be responsible for providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesProvide professional servicing of client contacts, including telephone and...
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Financial Services Associate
2 months ago
Abbotsford, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate to join our team in Abbotsford. As a key member of our advisory team, you will be responsible for providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesProvide professional servicing of client contacts, including telephone and...
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Financial Services Associate
1 month ago
Abbotsford, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate to join our team in Abbotsford. As a key member of our advisory team, you will be responsible for providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesProvide professional servicing of client contacts, including telephone and...
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Financial Services Associate
1 month ago
Abbotsford, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate to join our team in Abbotsford. As a key member of our advisory team, you will be responsible for providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesProvide professional servicing of client contacts, including telephone and...
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Financial Planner
2 weeks ago
Abbotsford, British Columbia, Canada Scotiabank Full timeRole OverviewAs a Financial Planner at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary focus will be on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and...
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Associate Team Lead, Small Business
4 weeks ago
Abbotsford, British Columbia, Canada Scotiabank Full timeAbout the RoleThe Associate Team Lead, Small Business, is a key position within Scotiabank's Small Business Banking team. This role is responsible for supporting the Team Lead, Small Business, in executing the Small Business market strategy by leading, overseeing, and providing strategic direction to the Canadian Small Business Banking sales force within...