Wealth Management Professional
1 week ago
About the Role
RBC Dominion Securities Inc. is a leading investment and wealth management firm in Canada, committed to providing exceptional client service and delivering trusted advice to help clients achieve their financial goals.
The RBC Dominion Securities Main Vancouver branch is currently seeking an Associate to join an advisory team specializing in wealth management services for sophisticated clients. As a key member of the team, you will be responsible for growing the business by providing exceptional service, taking care of administrative duties related to client accounts, and responding to client inquiries.
Key Responsibilities
- You will be responsible for professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners.
- You will support Investment Advisors in general administrative duties in the management of client accounts.
- You will assist Investment Advisors in preparing client reviews and presentations.
- You will request information and documentation from clients to open accounts and maintain up-to-date client files.
- You will follow up on client trades to ensure proper settlement and delivery.
- You will monitor pending transfers to ensure timely completion.
Requirements
To succeed in this role, you will require:
- 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
- Demonstrated skills in providing world-class client service that comes across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication skills in English & Mandarin or Cantonese
- Wealth Management Experience
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. You will have the opportunity to work in a dynamic, collaborative, progressive, and high-performing team, with leaders who support your development through coaching and managing opportunities. Our training program in financial services will equip you with the skills and knowledge needed to excel in your role.
The expected salary range for this position is $37,500 - $45,000 per annum, depending on your experience, skills, and registration status. In addition to your base salary, you may also be eligible for discretionary bonuses based on individual performance and business targets.
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