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Wealth Management Associate
2 months ago
RBC Dominion Securities Inc. is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada.
SalaryThe estimated base salary for this position ranges from $37,500 to $45,000 per year, depending on your experience, skills, and registration status, as well as market conditions and business needs.
Job DescriptionThis role involves participating in growing the business by providing exceptional and efficient service to clients, taking care of administrative duties related to client accounts, and responding to client inquiries.
Key Responsibilities- Provide professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
- Support Investment Advisors in general administrative duties in the management of client accounts
- Assist Investment Advisors in preparing client reviews and presentations
- Request information and documentation from clients to open accounts and keep client files up-to-date
- Follow up on client trades to ensure proper settlement and delivery
- Monitor all pending transfers to ensure timely completion
To be successful in this role, you will need:
- Candidate must have Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong Microsoft Office Suite skills are essential
- Meticulous attention to detail and excellent time management skills are required
- Demonstrated skills in providing world-class client service are necessary
- Exceptional verbal and written communication skills in English are required
- Wealth Management Experience is preferred
This role offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
You will also have the opportunity to work in a dynamic, collaborative, progressive, and high-performing team, with leaders who support your development through coaching and managing opportunities.
A world-class training program in financial services is available, and you will have the potential to earn considerably more through RBC's robust discretionary bonus program.
