Wealth Management Associate
2 weeks ago
We are seeking a highly skilled and dedicated individual to join our team as a Associate Wealth Manager
About the RoleIn this exciting opportunity, you will provide exceptional client service and support to a successful advisory team at RBC Dominion Securities Inc.
You will be responsible for delivering high-quality administrative support, including:
- Coordinating and executing wealth management and insurance strategies
- Supporting advisors with wealth discussions and meetings with clients
- Completing myGPS plans for clients, including information gathering and presentations
- Attending meetings and taking notes, ensuring clarity on next steps and accountabilities
- Assisting advisors with relationship management and portfolio review preparation
- Maintaining and updating opportunities lists for clients and prospects
To succeed in this role, you will need:
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- 2-5 years of securities industry experience
- Strong Microsoft Office Suite skills
- High-level time management and organization skills
- Demonstrated skills in providing world-class client service
- Exceptional verbal and written communication skills
We offer a comprehensive Total Rewards Program, including:
- Competitive compensation
- Commissions and bonuses
- Flexible benefits
- Stock options where applicable
RBC Dominion Securities Inc. is a leading financial services company that thrives on innovation, progressive thinking, and teamwork.
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
We strive to provide an accessible candidate experience for prospective employees with different abilities.
Estimated Salary RangeThe estimated salary range for this position is $55,000 - $65,000, depending on your experience, skills, and registration status.
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