Associate - Wealth Management Professional
1 month ago
RBC Dominion Securities is seeking a highly skilled Associate to provide exceptional administrative support to a successful Advisory Team. This role offers a unique chance to deepen client relationships and contribute to the firm's continued success.
Key Responsibilities
- Coordinate and prepare meetings for Advisors with their clients and prospects.
- Provide proactive client service, focusing on problem resolution and attention to detail.
- Respond to client inquiries, including account transactions, requests for tax receipts, and account reporting.
- Assist the Advisor team with client onboarding and manage incoming communications.
- Maintain existing client accounts, identify opportunities to contact clients, and manage timelines and key dates for accounts.
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements.
Requirements
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- Strong Microsoft Office Suite skills.
- High-level time management and organization skills.
- Exceptional verbal and written communication skills in English.
Benefits
- A comprehensive Total Rewards Program, including bonuses and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- The ability to make a difference and lasting impact in the financial services industry.
About RBC Dominion Securities
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We pride ourselves on our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
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