Wealth Management Associate
3 weeks ago
At the Royal Bank of Canada, we are seeking a highly skilled and detail-oriented Wealth Management Associate to join our team in Peterborough, Canada.
As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and identifying new business opportunities. This role requires strong communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.
The ideal candidate will have a Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), as well as strong skills in business applications/technology, including Microsoft Office Suite. A high quality time management and organization skills are also essential for this role.
In this position, you will have the opportunity to work in a dynamic and collaborative team environment, where you will be supported by leaders who will coach and manage your development. You will also have access to a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
We are committed to building an inclusive team and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.
This is a full-time position, with a salary range of $65,000 - $85,000 per year, depending on experience. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
Key Responsibilities:
- Provide exceptional client service and support to our Advisor team
- Manage client relationships and identify new business opportunities
- Update the team's communication channels, including websites, LinkedIn, and Facebook
- Plan and organize team's client events
- Respond to client inquiries in an understanding and time-efficient manner
- Tap into your superior networking and relationship development skills to identify eligible prospective clients
Requirements:
- 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:
- Comprehensive Total Rewards Program
- Access to a world-class training program in financial services
- Opportunity to work in a dynamic and collaborative team environment
- Leaders who support your development through coaching and managing opportunities
How to Apply:
If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to jobs.rbc.com
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