Wealth Management Associate

3 days ago


Oakville, Ontario, Canada Royal Bank of Canada Full time
Company Overview
Royal Bank of Canada (RBC) is a leading full-service investment and wealth management firm, committed to helping clients build and preserve their wealth. Our team thrives on providing exceptional service and support to our clients and Advisor team.

Salary
The estimated annual salary for this position is around $60,000 - $80,000 CAD, based on the location in Oakville, Ontario, and industry standards.

Job Description
We are seeking a resourceful and efficient individual to join our team as an Associate. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

Responsibilities
- Maintain existing client accounts and identify opportunities to contact clients, ensuring timely and effective communication.
- Respond to client inquiries in an understanding and time-efficient manner, resolving issues and providing proactive service.
- Collaborate with various departments to provide smooth and timely solutions, leveraging your problem-solving skills to deliver excellent results.
- Effectively manage incoming communications from clients, Advisors, and other internal and external partners, prioritizing tasks and meeting deadlines.

Requirements
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification.
- Strong skills working with business applications/technology, including Microsoft Office Suite.
- High-quality time management and organization skills, with the ability to multitask and prioritize tasks effectively.
- Demonstrated skills in providing world-class client service, communicating professionally and warmly with clients.

Benefits
We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our team is committed to supporting your development through coaching and managing opportunities, enabling you to grow and succeed in your career.

What's Next
If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity. As a Wealth Management Associate, you will have the chance to work in a dynamic, collaborative, and progressive environment, making a difference in the lives of others while achieving success that is mutual.

  • Oakville, Ontario, Canada Société Financière Manuvie Full time

    Société Financière Manuvie OpportunityThe Manulife Wealth team is seeking a skilled professional to fill the role of Wealth Management Transition Lead.About the RoleThis key position plays a vital part in ensuring the smooth transition of advisors from other firms to Manulife Wealth, minimizing disruption to their business and fostering strong...


  • Oakville, Ontario, Canada Scotiabank Full time

    About ScotiabankOverview of the RoleWe are seeking a highly motivated and results-driven Wealth Management Professional to join our team in Ontario, Canada. As a key member of our sales team, you will be responsible for meeting and exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of...


  • Oakville, Ontario, Canada Royal Bank of Canada Full time

    Wealth Management Opportunity in OakvilleRoyal Bank of Canada (RBC) is a leading investment and wealth management firm with a strong presence in Canada. We are proud to offer a collaborative and supportive culture that empowers our employees to excel in their roles and provide exceptional service to our clients.As a Relationship Manager with RBC Dominion...


  • Oakville, Ontario, Canada Nour Private Wealth Full time

    About Nour Private WealthNour Private Wealth is a private wealth management firm specializing in financial planning, investment management, and insurance services for high-net-worth clients across Canada. As a progressive, growing company, we focus on delivering trusted advice to help our clients achieve financial success while fostering a collaborative,...


  • Oakville, Ontario, Canada Nour Private Wealth Full time

    Company OverviewNour Private Wealth is a private wealth management firm specializing in financial planning, investment management, and insurance services for high-net-worth clients in Canada.Job DescriptionWe are seeking a skilled Receptionist to serve as the first point of contact for our company. As a Receptionist, you will provide exceptional customer...


  • Oakville, Ontario, Canada Scotiabank Full time

    About ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its integrity based on service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing their clients' assets.Job SummaryWe are seeking a skilled Financial Planning Associate to...


  • Oakville, Ontario, Canada NPW Full time

    About NPWNPW is a leading company in the wealth management industry, seeking an experienced and skilled Strategic Human Resources Leader to join our team.Job OverviewWe are looking for a highly motivated and organized individual with excellent interpersonal skills to oversee our recruitment process, develop effective onboarding programs, mediate workplace...


  • Oakville, Ontario, Canada Nour Private Wealth Inc. Full time

    Overview">Nour Private Wealth Inc. is a dynamic investment company seeking an experienced Senior Human Resources Specialist to join our finance team in Canada.">Salary: $80,000 - $120,000 per year">Job Description">We are looking for a highly skilled and organized HR professional to oversee the administration of staff consultation and grievance procedures,...


  • Oakville, Ontario, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is committed to helping you build a successful and fulfilling career as an Investment Advisor.Compensation:The estimated salary for this role is $120,000 per year, plus unlimited earning potential through commission and fees. This is based on industry standards and the level of experience required for the position.About the Role:We are...


  • Oakville, Ontario, Canada Fengate Asset Management Full time

    About the RoleAs a Corporate Law Associate at Fengate Asset Management, you will have the opportunity to work closely with a team of experienced lawyers and senior corporate law clerks on a wide range of corporate, commercial, legal, and compliance matters.Key Responsibilities:Corporate Support: You will be responsible for performing all aspects of entity...


  • Oakville, Ontario, Canada Scotiabank Full time

    About UsScotiabank is a cornerstone business within Scotia Wealth Management, recognized for its service excellence and trusted investment advice. Our advisors and teams focus on innovative approaches to protecting and growing clients' assets.We are seeking a Senior Financial Planning Associate to provide integrated financial planning that supports our...


  • Oakville, Ontario, Canada Manulife Insurance Malaysia Full time

    Job SummaryWe are seeking an experienced Senior Agricultural Business Development Manager to join our team at Manulife Wealth. This is a key role that will focus on building and maintaining strong relationships with advisors, managing internal departmental processes, and fostering collaboration with internal stakeholders.About the RoleThe successful...


  • Oakville, Ontario, Canada Manulife Insurance Malaysia Full time

    At Manulife Wealth, we are seeking a highly skilled Strategic Onboarding Manager to join our team. This is an exciting opportunity for a seasoned professional to lead and manage a team responsible for onboarding and transitions, ensuring high performance and continuous development.This role will collaborate with senior leadership to align onboarding...

  • Financial Advisor

    4 weeks ago


    Oakville, Ontario, Canada Royal Bank of Canada Full time

    Grow Your Business with RBCAs a Financial Advisor at RBC Dominion Securities, you have the opportunity to help your clients achieve their financial goals while building a successful career. With our comprehensive resources and guidance, you can establish yourself as a trusted advisor in the industry.About the Role:You will work closely with high-net-worth...


  • Oakville, Ontario, Canada Fengate Asset Management Full time

    About Fengate Asset ManagementFengate Asset Management is a leading firm in the field of corporate finance, seeking a highly motivated individual to join their team as an Intern, Accounting Operations. This role presents a unique opportunity for growth and development in a dynamic environment.Job DescriptionThe successful candidate will be responsible for...


  • Oakville, Ontario, Canada Société Financière Manuvie Full time

    Company OverviewSociété Financière Manuvie is a leading provider of insurance and wealth solutions to meet the diverse needs of Canadian families. SalaryThe estimated annual salary for this position is between $80,000.00 CAD - $117,250.00 CAD, depending on the candidate's qualifications, experience, and location. Job DescriptionThe ideal candidate will...


  • Oakville, Ontario, Canada National Bank Full time

    National Bank Financial - Wealth Management is a leading investment dealer in Canada, with a presence in over 100 branches and close to 1,000 investment advisors managing assets for more than 400,000 clients.We are seeking a highly skilled Strategic Portfolio Manager to join our team in Oakville, Ontario. In this role, you will work closely with an...


  • Oakville, Ontario, Canada HUB International Full time

    About HUB InternationalWe are a team of entrepreneurs who empower our clients by protecting businesses and individuals in our local communities. Our mission is to provide tailored solutions that meet the unique needs of our clients.As a global firm, we offer resources in technology and industry expertise while maintaining a local flavor in each office. Our...

  • Front Desk Associate

    2 months ago


    Oakville, Ontario, Canada beBee Professionals Full time $30,000 - $40,000

    We are seeking a Front Desk Associate to join our team at beBee Professionals in Oakville, Canada. As a key member of our front office team, you will be responsible for providing exceptional customer service, managing incoming calls, and performing various administrative tasks to ensure seamless office operations.Key Responsibilities:Provide exceptional...


  • Oakville, Ontario, Canada Ardene Full time

    Role OverviewThe Senior Retail Sales Associate assists with visual merchandising and marketing directives, collaborating with management to ensure efficient store operations.