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Associate - Wealth Management

2 months ago

Toronto, Ontario, Canada Royal Bank of Canada Full time
About the Role

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 providing exceptional service and support to our clients and Advisor team.

Key Responsibilities
  • Maintain existing client relationships and identify opportunities to contact clients.
  • Respond to client inquiries in a timely and efficient manner.
  • Provide proactive client service and problem resolution skills.
  • 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.
  • Ensure client files and other necessary documentation is accurate, up-to-date, and compliant.
  • Support the Advisor team and client through the Wealth Management process.
Requirements
  • Strong oral and written communication skills.
  • Strong organizational skills with ability to multitask and attention to detail.
  • High professionalism and one year experience in full-service brokerage industry.
  • Completion of the Canadian Securities Course (CSC), and the Conduct and Practices Handbook Course (CPH).
What We Offer

We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will also have the chance to make a difference and have a lasting impact on the lives of others.

About Us

We are a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.