Wealth Management Professional

1 week ago


Burlington, Ontario, Canada Royal Bank of Canada Full time

Company Overview

Royal Bank of Canada is a leading investment and wealth management firm that consistently ranks #1 in Canada. We pride ourselves on our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

Salary: $60,000 - $80,000 per year (estimated)

Job Description

We are seeking a resourceful and efficient individual to join our team as a Wealth Management Associate. This role involves providing ongoing exceptional service and support to our clients and Advisor team, helping to deepen existing relationships and welcome new clients to the firm.

Key Responsibilities:

  • Maintain existing client accounts and identify opportunities to contact clients.
  • Respond to client inquiries in an understanding and time-efficient manner.
  • Provide proactive client service by tapping into your superior problem resolution skills.
  • Effectively manage incoming communications from clients, Advisors, and other internal and external partners.
  • Assist the Advisor team in welcoming and onboarding new clients.
  • Coordinate and prepare meetings for Advisors with their clients/prospects.
  • Become well-versed in internal controls and industry regulatory requirements.
  • Update the team's communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters.
  • Support the Advisor team and client through the Wealth Management process.

Required Skills and Qualifications

  • Candidate must have Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
  • Strong skills working with business applications/technology, including Microsoft Office Suite.
  • High quality time management and organization skills.
  • Demonstrated skills in providing world-class client service.
  • Exceptional verbal and written communication skills.

Benefits

  • A comprehensive Total Rewards Program, including bonuses and flexible benefits.
  • Competitive compensation, commissions, and stock where applicable.
  • Leaders who support your development through coaching and managing opportunities.
  • An opportunity to make a difference and have a lasting impact on the lives of others.
  • A dynamic, collaborative, progressive, and high-performing team.

Location: Burlington, Ontario, Canada


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