Wealth Management Associate
3 weeks ago
Job Opportunity
The RBC Dominion Securities Ambleside branch is seeking an Associate to provide administrative support to a successful Advisory Team. This role involves providing quality client service and helping deepen relationships with existing clients through ongoing support.
Key Responsibilities
- Team lead, coordinate, execute, and follow up on the WM & Insurance strategy, including diary system updates.
- Support the advisor with WM discussions and meetings with clients.
- Complete myGPS plans for clients, including information gathering and joint presentations.
- Attend meetings with WM professionals and clients, taking notes and leading post-meeting debriefs.
- Assist the advisor with relationship management and portfolio review prep.
- Support marketing and profiling the North Shore Wealth Management Value Proposition.
- Maintain and update Opportunities lists for clients and prospects.
Requirements
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- 2-5 years securities industry experience.
- Strong Microsoft Office Suite skills.
- High level of time management and organization skills.
- Exceptional verbal and written communication skills.
What's in it for you?
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'll have the ability to make a difference and lasting impact in a dynamic, collaborative, and high-performing team.
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