Wealth Management Associate

4 weeks ago

Toronto, Ontario, Canada Royal Bank of Canada Full time
Company Overview

Royal Bank of Canada (RBC) is a leading financial institution in Canada, committed to helping its clients build and preserve their wealth. With a strong presence in the country, RBC offers a wide range of financial products and services to individuals, businesses, and institutional clients.



Job Summary

The RBC Dominion Securities branch in Etobicoke is seeking a highly motivated and detail-oriented individual to join their team as a Wealth Management Associate. This is a unique opportunity to work in a dynamic and collaborative environment, providing exceptional service to clients and supporting the Advisor team in managing client portfolios and wealth management planning opportunities.



Job Description

The Wealth Management Associate will be responsible for maintaining existing client accounts, identifying opportunities to contact clients, and providing proactive client service. The successful candidate will work closely with the Advisor team to deepen existing relationships and welcome new clients to the firm. Key responsibilities include:


- Maintaining existing client accounts and identifying opportunities to contact clients.


- Responding to client inquiries in an understanding and time-efficient manner.


- Providing proactive client service and problem resolution skills.


- Effectively managing incoming communications from clients, Advisors, and internal partners.


- Assisting the Advisor team in welcoming and onboarding new clients.


- Maintaining an up-to-date and compliant client file system.


- Supporting the Advisor team in managing client portfolios and wealth management planning opportunities.



Required Skills and Qualifications

To be successful in this role, the ideal candidate will possess:


- A Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).


- Experience in the securities industry is an asset.


- Strong skills in working with business applications/technology, including Microsoft Office Suite.


- High-quality time management and organization skills.


- Excellent verbal and written communication skills in English.



Benefits

RBC offers a comprehensive Total Rewards Program, including a competitive salary, bonuses, flexible benefits, and stock options. The successful candidate will also have the opportunity to work in a dynamic and collaborative environment, with leaders who support their development and growth.



Location and Working Hours

This role is based in the RBC Dominion Securities branch in Etobicoke, Toronto. The working hours are 37.5 hours per week, and the employment type is full-time.



Estimated salary range: $55,000 - $65,000 per year, depending on experience and qualifications.



Why Join RBC?

RBC is a leading financial institution in Canada, committed to helping its clients build and preserve their wealth. We offer a wide range of financial products and services, and a dynamic and collaborative work environment. If you are a highly motivated and detail-oriented individual, with a passion for client service, we encourage you to apply for this exciting opportunity.

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