Wealth Management Associate

3 weeks ago


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

Job Opportunity:

RBC Dominion Securities Inc. is seeking a skilled and dedicated professional to join our team as a Wealth Management Associate.

What We Offer:

As a Wealth Management Associate, you will play a key role in providing exceptional client service and support to our clients and Advisor team. You will be responsible for maintaining existing client accounts, identifying opportunities to contact clients, and ensuring account administration and documentation remains up-to-date and compliant.

Key Responsibilities:

  • Maintain existing client accounts and identify opportunities to contact clients.
  • Respond to client inquiries in an understanding and time-efficient manner.
  • Tap into your superior problem resolution skills to provide proactive client service.
  • 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.
  • Draw on your social media skills to update the team's communication channels.
  • Follow up on client trades to ensure proper settlement and delivery.

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

What's in it for you?

We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. You will also benefit from leaders who support your development through coaching and managing opportunities, the chance to make a difference and have a lasting impact on the lives of others, and a world-class training program in financial services.



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