Associate - Investment and Wealth Management Professional
4 weeks ago
Job Opportunity:
RBC Dominion Securities Inc. is a leading investment and wealth management firm that values relationships and client satisfaction. We are seeking a skilled and detail-oriented Associate to join our team and contribute to our mission of delivering exceptional client service.
Key Responsibilities:
- Maintain client accounts and identify opportunities to enhance client relationships.
- Respond to client inquiries in a timely and professional manner.
- Collaborate with the Advisor team to welcome and onboard new clients.
- Assist in coordinating meetings and preparing materials for Advisors and clients.
- Ensure compliance with internal controls and industry regulatory requirements.
Requirements:
- Candidate must possess Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certifications.
- Strong skills in business applications and technology, including Microsoft Office Suite.
- Excellent time management and organization skills.
- Demonstrated ability to provide world-class client service.
What We Offer:
- A comprehensive Total Rewards Program, including bonuses and flexible benefits.
- Leadership support for career development and growth opportunities.
- A dynamic and collaborative work environment.
About RBC Dominion Securities Inc.:
We are a relationship-focused investment and wealth management firm that values diversity, equity, and inclusion. We strive to create a workplace that is accessible and inclusive for all employees and candidates.
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