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Wealth Management Associate

2 months ago

Toronto, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

The Royal Bank of Canada is seeking a highly skilled Senior Associate to join our Wealth Management team. As a key member of our team, you will provide exceptional client service and support to our clients and Investment Advisors.

Key Responsibilities

  • Coordinate and prepare meetings for the Investment Advisor with clients and prospects.

  • Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.

  • Respond to client inquiries (account transactions, requests for account documentation, account reporting, etc.).

  • Assist the Investment Advisor with client onboarding.

  • Help manage incoming communications from clients, Advisors, and other internal and external partners.

  • Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.

  • Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.

  • Help update team's communication channels: websites, LinkedIn, Facebook, brochures, newsletters.

Requirements

  • Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)

  • Strong Microsoft Office Suite skills

  • High level of time management and organization skills

  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

  • A minimum of 5 years of experience within wealth management/securities industry

Preferred Qualifications

  • Knowledge of RBC Dominion Securities' systems and procedures

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

The Royal Bank of Canada is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and accessible workplace for all employees.