Wealth Management Advisor Professional
4 days ago
About the Role
">We are seeking a Financial Services Associate to join our Wealth Management team in Edmonton. As a key member of our team, you will play a vital role in providing exceptional client service and executing wealth management strategies.
">Key Responsibilities
">- ">
- Coordinate and prepare wealth management meetings for advisors with clients and prospects.">
- Provide proactive client service, focusing on problem resolution and attention to detail.">
- Respond to client inquiries, including account transactions, tax receipts, and account reporting.">
- Assist the advisor team with client onboarding and manage incoming communications from clients, advisors, and internal partners.">
- Maintain accurate and timely updates of necessary documentation, ensuring compliance with internal controls and industry regulatory requirements.">
- Help update team communication channels, including websites, social media, brochures, and newsletters.">
- Support advisor teams and clients through the wealth management process, maintaining an audit of activities and priorities.">
Requirements
">To succeed in this role, you must have:
">- ">
- A Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification.">
- Proficiency in communicating effectively with clients, gathering information, addressing inquiries, and providing clear explanations.">
- A minimum of 2 years of experience in the financial industry.">
- Knowledge of RBC Dominion Securities' systems and procedures is an asset.">
What We Offer
">We offer a comprehensive total rewards program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities, allowing you to make a lasting impact and achieve success that is mutual.
">Job Details
">This is a full-time salaried position, requiring 37.5 hours of work per week. The salary range for this role is approximately $60,000 - $80,000 per year, based on location and experience.
">About Us
">We strive to create an inclusive and equitable workplace, embracing diversity and innovation for growth. If you are passionate about making a difference and have what it takes to thrive in a dynamic environment, we encourage you to apply.
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