Current jobs related to Wealth Management Associate - Guelph, Ontario - RBC Dominion Securities Inc.

  • Private Wealth Management Associate

    4 weeks ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    Role OverviewIG Wealth Management is seeking a highly motivated and detail-oriented individual to join our team as a Private Wealth Management Associate. In this role, you will provide administrative support to our advisors and contribute to the growth of our client-centric financial planning practice.Key ResponsibilitiesSupport advisors with client...

  • Financial Services Associate

    4 weeks ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    Private Wealth Management – AssociateAt IG Wealth Management, we are seeking a highly motivated and detail-oriented individual to join our team as a Private Wealth Management Associate. As a key member of our team, you will play a vital role in supporting our advisors in providing exceptional client service and helping to grow our business.Key...

  • Financial Services Associate

    4 weeks ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    IG Wealth Management is seeking a highly motivated and detail-oriented Financial Services Associate to join our team. As a key member of our Private Wealth Management group, you will play a critical role in supporting our advisors in providing exceptional client service and growing our business.Key Responsibilities:Support advisors with client servicing,...

  • Wealth Management Associate

    1 month ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you a motivated and driven individual looking to showcase your client relationship skills in a dynamic and growing company? We're seeking a passionate and energetic candidate to join our Wealth Management team as a Licensed Associate, Wealth Solutions.Skyline Wealth Management, a division of the Skyline Group of Companies, is a premier wealth planning...

  • Wealth Management Associate

    4 weeks ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can utilize your client relationship skills? Skyline Wealth Management, a division of the Skyline Group of Companies, is seeking a passionate and driven candidate for the position of a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers...

  • Wealth Management Associate

    4 weeks ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you passionate about delivering exceptional customer service and building strong relationships with clients? We're seeking a skilled and driven individual to join our Wealth Management team as a Wealth Management Associate.Skyline Group of Companies is a premier wealth planning and investment firm that offers clients a best-in-class investor experience....

  • Wealth Management Associate

    3 weeks ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?Are you looking to embark on a challenging and rewarding career in wealth management? Do you want to work in an entrepreneurial environment where you can make a real impact? Look no further! The Elinesky Schuett Private Wealth team of RBC Dominion Securities is seeking a highly motivated and experienced...

  • Financial Services Associate

    4 weeks ago

    Guelph, Ontario, Canada IG Wealth Management Full time

    At IG Wealth Management, we are seeking a highly motivated and detail-oriented Financial Services Associate to join our team. As a key member of our Private Wealth Management practice, you will play a vital role in providing exceptional client service and administrative support to our advisors.Key Responsibilities:Support advisors with client servicing,...

  • Wealth Management Associate

    4 weeks ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can showcase your client relationship skills? Skyline Wealth Management, a division of the Skyline Group of Companies, is seeking a passionate and driven candidate for the position of a Licensed Associate, Wealth Solutions.This full-time position will be located at our Head Office in Guelph, ON. As a key...

  • Wealth Management Associate

    4 days ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job OverviewRoyal Bank of Canada (RBC) is a leading wealth management firm committed to providing exceptional service and support to our clients. We are seeking a highly skilled and dedicated individual to join our team as an Associate.

  • Associate - Wealth Management Professional

    4 days ago

    Guelph, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job DescriptionWealth Management AssociateThe Elinesky Schuett Private Wealth team of RBC Dominion Securities is seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a key member of our team, you will work closely with our Investment Advisors and Client Experience Associates to deliver exceptional client service and...

  • Associate - Wealth Management

    1 month ago

    Guelph, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Royal Bank of Canada. As an Associate, you will play a key role in delivering exceptional client service and supporting the growth of our business.Job DescriptionThe Associate will work closely with Investment Advisors and other team members to provide...

  • Wealth Solutions Associate

    7 days ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Job SummaryWe are seeking a highly skilled Wealth Solutions Associate to join our team at Skyline Group of Companies. As a key member of our Wealth Management division, you will play a crucial role in deepening client relationships and delivering exceptional customer service experiences.About the RoleThis full-time position is responsible for acting as a...

  • Wealth Management Specialist

    4 weeks ago

    Guelph, Ontario, Canada RLB LLP Full time

    Job SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team at RLB LLP. As a key member of our Wealth service division, you will provide high-calibre, customized financial planning services to our clients in conjunction with TriCert's financial planning team.Key ResponsibilitiesDevelop comprehensive financial plans for clients,...

  • Wealth Management Specialist

    4 weeks ago

    Guelph, Ontario, Canada RLB LLP Full time

    Role OverviewWe are seeking a highly skilled and experienced Wealth Advisor to lead our Wealth service division and provide high-calibre, customized financial planning services to our clients in conjunction with TriCert's financial planning team.The ideal candidate will have a strong background in financial planning, excellent communication skills, and the...

  • Client Relationship Specialist, Wealth Management Division

    4 days ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Skyline Group of Companies is a premier wealth planning and investment firm that offers clients a best-in-class investor experience.The Associate, Wealth Solutions is responsible for delivering an exceptional customer service experience and deepening the client relationship to maintain investor engagement.This full-time position will be located at our Head...

  • Operations Coordinator, Wealth Solutions

    4 days ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Senior Associate, Property and Asset ManagementWe are seeking a highly organized and detail-oriented individual to join our team as a Senior Operations Associate, Wealth Solutions. This role will be based in Guelph, Ontario.The ideal candidate will possess strong customer service skills and experience in financial services customer service and administrative...

  • Investment Advisor

    4 weeks ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionUnlock your potential as a Wealth Management Professional with RBCAs an Investment Advisor at RBC Dominion Securities, you will have the opportunity to help your clients achieve their financial goals while building a successful career. Our comprehensive training and support will enable you to develop the skills and expertise needed...

  • Associate - Client Service Specialist

    4 weeks ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionOpportunity OverviewThe Royal Bank of Canada is seeking a highly skilled Associate to join its Wealth Management team. As a Client Service Associate, you will play a critical role in delivering exceptional client service and support to high net worth individuals.Key ResponsibilitiesProvide world-class client service, ensuring...

  • Investment Solutions Associate

    2 weeks ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    About this role:We are seeking a highly motivated and customer-focused individual to join our Wealth Management team as an Associate, Wealth Solutions. This full-time position will be located at our Head Office in Guelph, ON.Job Description:The Associate, Wealth Solutions is responsible for acting as a point of contact for all inquiries from Skyline Wealth...

Wealth Management Associate

2 months ago

Guelph, Ontario, Canada RBC Dominion Securities Inc. Full time

Job Summary

The Associate role works closely with other team members to deliver high-quality service to our new and existing clients through ongoing, creative, proactive, and efficient support across day-to-day client service, account administration, and wealth management support.

Key Responsibilities

  • Provide world-class primary service contact to quarterback all client inquiries and requests for your Investment Advisor's book of clients and ensure they are overly satisfied with our service levels.
  • Drive our contact service plan by partnering with the Investment Advisor and Client Experience Associate to support, manage, and track your Investment Advisor's client service plan, including direct and frequent contact with clients to understand and act on their needs.
  • Partner with the Associate team to execute a world-class account opening, setup, and onboarding experience in-person and digitally.
  • Support and execute all day-to-day, seasonal, and ad-hoc account administration and reporting for clients to ensure all accounts are 100% compliant with internal controls and regulatory requirements and clients are receiving core reporting deliverables from our team.
  • Develop and cross-train service knowledge by exposing yourself to all service requests, complex client scenarios, and special projects and effortlessly share your best practices with the team.
  • Promote and support a work environment that inspires innovation, creativity, collaboration, and diversity.

Requirements

  • 3+ years as an Associate.
  • Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH).
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, thoughtful, and proactive.
  • Meticulous attention to detail, strong organizational skills, and excellent time management.
  • Demonstrated professionalism and ability to manage highly confidential information.
  • Exceptional verbal and written communication skills – you have the ability to communicate with individuals at all levels and from various backgrounds, with confidence and grace.

Preferred Qualifications

  • Specific experience with RBC Dominion Securities and its software products.
  • Experience with Sales Force or other Customer Relationship Management (CRM) software.
  • Strong proficiency in video conferencing and messenger service applications (Slack, WebEx Teams, Microsoft Teams, Zoom, etc.).
  • Strong proficiency in Microsoft Office Products: Outlook, Word, PowerPoint, Excel, etc.

What's in it for you?

At RBC Dominion Securities Inc., we strive to attract and retain exceptional individuals by nurturing a diverse, equitable, and inclusive environment that is well-resourced, experienced, and engaged for career growth and personal development without compromising on competitive compensation, life-work balance, and service impact beyond the business.

While working on our mission, some of the benefits our team members enjoy are:

  • Competitive base salary and variable performance bonuses.
  • Comprehensive health benefits, matching employee savings programs, and participation in the RBC Pension program.
  • A world-class training program in financial services.
  • Competitive team and office perks including strong vacation, personal, sick, and flex day policies.
  • Hybrid work environment with vibrant office culture: additional flexibility as needed to accommodate life as things come up.
  • Fun team events and social activities.
  • Ability to make a difference and a lasting impact.