Associate - Investment and Wealth Management

3 weeks ago

Ottawa, Ontario, Canada RBC Dominion Securities Inc. Full time
Job Opportunity

RBC Dominion Securities Inc. is a leading investment and wealth management firm seeking a skilled Associate to provide administrative support to a successful Advisory Team.

Key Responsibilities
  • Coordinate and prepare meetings for Advisors with clients and prospects.
  • Provide proactive client service with a focus on problem resolution and attention to detail.
  • Respond to client inquiries and requests.
  • Assist with client onboarding and account management.
  • Maintain accurate and up-to-date client files and documentation.
Requirements
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
  • Strong Microsoft Office Suite skills.
  • High level of time management and organization skills.
  • Exceptional verbal and written communication skills in English.
What We Offer
  • A comprehensive Total Rewards Program including bonuses and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a difference and lasting impact.
  • Work in a dynamic, collaborative, and high-performing team.
About Us

RBC Dominion Securities Inc. is 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.

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