Wealth Management Associate
3 days ago
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.
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