Associate - Wealth Management

2 months ago


Abbotsford, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

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
Requirements
  • 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
What We Offer
  • 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
Compensation

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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