Associate - Wealth Management

3 weeks ago

Guelph, Ontario, Canada Royal Bank of Canada Full time
Job Summary

We 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 Description

The Associate will work closely with Investment Advisors and other team members to provide world-class service to our clients. This includes:

  • Providing primary service contact for clients and ensuring their needs are met
  • Driving our contact service plan to support and manage client relationships
  • Partnering with the Associate team to execute account openings and onboarding
  • Supporting and executing day-to-day account administration and reporting
  • Developing and cross-training service knowledge to provide exceptional client service

The ideal candidate will have 3+ years of experience as an Associate, a strong understanding of financial regulations, and excellent communication and interpersonal skills. A Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification is also required.

What We Offer

We offer a competitive base salary and variable performance bonuses, comprehensive health benefits, and a world-class training program in financial services. Our team enjoys a hybrid work environment, vibrant office culture, and opportunities for career growth and personal development.

Job Requirements

The successful candidate will have:

  • 3+ years of experience as an Associate
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification
  • Strong understanding of financial regulations
  • Excellent communication and interpersonal skills
How to Apply

If you are a motivated and experienced Associate looking for a new challenge, please submit your application. We look forward to hearing from you

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