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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 client 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 professional 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
  • A comprehensive Total Rewards Program including bonuses and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • An opportunity to make a difference and have a lasting impact on the lives of others.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • A world-class training program in financial services.