Associate - Wealth Management
19 hours ago
Are you looking for a challenging and rewarding career in wealth management? Do you have a passion for delivering exceptional client service and working in a dynamic team environment? We are seeking a highly motivated and experienced Associate to join our team at Royal Bank of Canada.
Job DescriptionThe Associate role is a key position in our wealth management team, responsible for providing world-class client service and support to our clients and Investment Advisors. As an Associate, you will work closely with our team to deliver high-quality service, manage client relationships, and contribute to the growth and success of our business.
Key Responsibilities- Provide exceptional client service and support to our clients and Investment Advisors
- Manage client relationships and communicate effectively with clients and internal stakeholders
- Contribute to the growth and success of our business through proactive and creative solutions
- Work collaboratively with our team to achieve business objectives and deliver high-quality results
- Develop and maintain knowledge of our products and services to provide expert advice to clients
- 3+ years of experience in a related field, preferably in wealth management
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certifications
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and internal stakeholders
- Meticulous attention to detail and strong organizational skills
- Ability to work in a fast-paced environment and adapt to changing priorities
- Competitive salary and bonus structure
- Comprehensive benefits package, including health and dental insurance
- Opportunities for professional development and career growth
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
At Royal Bank of Canada, we are committed to building a diverse and inclusive workplace that values and respects the contributions of all employees. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional development and career growth. If you are a motivated and experienced professional looking for a challenging and rewarding career in wealth management, we encourage you to apply for this exciting opportunity.
-
Wealth Management Associate
1 week ago
Guelph, Ontario, Canada Skyline Group of Companies Full timeAre you looking for a challenging role where you can utilize your client relationship skills? Skyline Group of Companies is seeking a highly motivated and driven individual 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 and...
-
Wealth Management Associate
1 week ago
Guelph, Ontario, Canada Skyline Group of Companies Full timeAre you looking for a challenging role where you can utilize your client relationship skills? Skyline Group of Companies is seeking a highly motivated and driven individual 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 and...
-
Wealth Management Associate
17 hours ago
Guelph, Ontario, Canada Skyline Group of Companies Full timeAre you looking for a challenging role where you can utilize your client relationship skills? Skyline Group of Companies is seeking a highly motivated and driven individual to join our Wealth Management team as a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers clients a best-in-class...
-
Wealth Management Associate
19 hours ago
Guelph, Ontario, Canada Skyline Group of Companies Full timeAre you looking for a challenging role where you can utilize your client relationship skills? Skyline Group of Companies is seeking a highly motivated and driven individual to join our Wealth Management team as a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers clients a best-in-class...
-
Client Relationship Associate, Wealth Management
1 month ago
Guelph, Ontario, Canada Skyline Group of Companies Full timeAre you ready to leverage your client engagement skills in a dynamic environment? We are enhancing our Wealth Management division and seeking a motivated, enthusiastic individual for the role of Licensed Associate, Wealth Solutions. Skyline Wealth Management, part of the Skyline Group of Companies, is a distinguished wealth planning and investment firm...
-
Client Relationship Associate, Wealth Management
1 month ago
Guelph, Ontario, Canada Skyline Group of Companies Full timeAre you eager to demonstrate your expertise in client relations? Our Wealth Management division is expanding, and we are on the lookout for a dedicated, enthusiastic, and motivated individual for the role of Licensed Associate, Wealth Solutions. Skyline Wealth Management, part of the Skyline Group of Companies, is a distinguished wealth planning and...
-
Client Relationship Associate, Wealth Management
1 month ago
Guelph, Ontario, Canada Skyline Group of Companies Full timeAre you eager to demonstrate your expertise in client relations? Our Wealth Management division is expanding, and we are in search of a dedicated, enthusiastic, and proactive individual for the role of Licensed Associate, Wealth Solutions. Skyline Wealth Management, part of the Skyline Group of Companies, is a distinguished wealth planning and investment...
-
Licensed Associate, Wealth Solutions
2 weeks ago
Guelph, Ontario, Canada Skyline Group of Companies Full time**Job Summary**We are seeking a highly motivated and experienced Licensed Associate, Wealth Solutions to join our team at Skyline Group of Companies. As a key member of our Wealth Management team, you will be responsible for delivering exceptional customer service and deepening client relationships to maintain investor engagement.**Key Responsibilities:**Act...
-
Licensed Associate, Wealth Solutions
2 weeks ago
Guelph, Ontario, Canada Skyline Group of Companies Full time**Job Summary**We are seeking a highly motivated and experienced Licensed Associate, Wealth Solutions to join our team at Skyline Group of Companies. As a key member of our Wealth Management team, you will be responsible for delivering exceptional customer service and deepening client relationships to maintain investor engagement.**Key Responsibilities:**Act...
-
Licensed Associate, Wealth Solutions
2 weeks ago
Guelph, Ontario, Canada Skyline Group of Companies Full time**Job Summary**We are seeking a highly motivated and experienced Licensed Associate, Wealth Solutions to join our team at Skyline Group of Companies. As a key member of our Wealth Management team, you will be responsible for delivering exceptional customer service and deepening client relationships to maintain investor engagement.**Key Responsibilities**Act...
-
Licensed Associate, Wealth Solutions
2 weeks ago
Guelph, Ontario, Canada Skyline Group of Companies Full time**Job Summary**We are seeking a highly motivated and experienced Licensed Associate, Wealth Solutions to join our team at Skyline Group of Companies. As a key member of our Wealth Management team, you will be responsible for delivering exceptional customer service and deepening client relationships to maintain investor engagement.**Key Responsibilities**Act...
-
Sales Assistant, Wealth Management
1 month ago
Guelph, Ontario, Canada The Skyline Group of Companies Full timeAre you looking for a place to showcase your client relationship skills? We're expanding our Wealth Management team and searching for a passionate, driven and energetic candidate for the position of a Licensed Associate, Wealth Solutions.Skyline Wealth Management, a division of the Skyline Group of Companies, is a premier wealth planning and investment firm...
-
Operations Associate, Wealth Management
2 weeks ago
Guelph, Ontario, Canada Skyline Group of Companies Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as an Operations Associate, Wealth Solutions. This role will provide client service support and accurate database management and document control for processing, recording, and managing all investment-related paperwork and data requirements.Key...
-
Operations Associate, Wealth Management
2 weeks ago
Guelph, Ontario, Canada Skyline Group of Companies Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as an Operations Associate, Wealth Solutions. This role will provide client service support and accurate database management and document control for processing, recording, and managing all investment-related paperwork and data requirements.Key...
-
Wealth Management Specialist
4 hours ago
Guelph, Ontario, Canada RLB LLP Full timeJob Title: Wealth AdvisorWe are seeking a highly skilled and experienced Wealth Advisor to join our team at RLB LLP. As a Wealth Advisor, you will play a vital role in providing high-calibre, customized financial planning services to our clients.Key Responsibilities:Develop comprehensive financial plans for clients, collaborating with the financial planning...
-
Associate - Client Service Specialist
3 weeks ago
Guelph, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?If you want to jump into a dynamic entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced professionals in the industry, then you should definitely read on.The Royal Bank of Canada's Private Wealth team is one of the largest and...
-
Associate - Client Service Specialist
2 weeks ago
Guelph, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?If you want to jump into a dynamic entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced professionals in the industry, then you should definitely read on.The Royal Bank of Canada's Private Wealth team is one of the largest and...
-
Investment Advisor
2 weeks ago
Guelph, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals, while we support your career growth. You'll have the opportunity to build and manage a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.Key...
-
Investment Advisor
2 weeks ago
Guelph, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals, while we support your career growth. You'll have the opportunity to build and manage a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.Key...
-
Investment Advisor
2 weeks ago
Guelph, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Advisor at Royal Bank of Canada, you can help your clients achieve their financial goals, while we support your career growth. You'll have the opportunity to build and manage a portfolio of high-net-worth clients, providing them with expert financial advice and guidance.Key...