Financial Services Associate

4 weeks ago


Saugeen Shores, Ontario, Canada Royal Bank of Canada Full time
About the Role

We are seeking a highly skilled and motivated individual to join our Wealth Management team as a Financial Services Associate. In this role, you will be responsible for providing exceptional client service, managing client accounts, and supporting the Investment Advisor team in general administrative duties.

Key Responsibilities
  • Support the Investment Advisor team in managing client accounts, including preparing client reviews, presentations, and meetings.
  • Provide professional servicing of incoming telephone and email contacts from clients, their advisors, and other internal and external partners.
  • Work directly with clients and their advisors to request information and documentation to fulfill their needs.
  • Collaborate with the team to follow a service plan for proactive and high-level client service and the delivery of comprehensive wealth management services.
Requirements
  • Strong Microsoft Office Suite skills.
  • Meticulous attention to detail and excellent time management skills.
  • Demonstrated skills in providing world-class client service that is professional, warm, and friendly.
  • Exceptional verbal and written communication skills in English.
What We Offer

We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, and opportunities for development and growth. Our team is dynamic, collaborative, and progressive, and we are committed to building inclusive teams and an equitable workplace.



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