Associate Wealth Management

Position: Associate Role at RBC Wealth Management
Join RBC Wealth Management in Moose Jaw as an Associate focusing on client services and account management. The position is full-time with a strong emphasis on collaboration and efficiency.

RBC Dominion Securities is looking for a dedicated Associate to enhance client relations and help manage investment accounts. You will ensure compliance with industry regulations while supporting the Advisor Team in portfolio management. This role requires exceptional time management and communication skills to deliver top-tier client services effectively.

Key Responsibilities:

• Oversee client account maintenance and documentation

• Execute trades and manage positions effectively

• Promptly address and resolve client inquiries

• Conduct product analysis as directed by Advisors

• Assist in various administrative functions within the office

Requirements:

• Must possess Canadian Investment Regulatory Exam

• Proficient in Microsoft Office Suite, notably Excel

• Strong organizational and time management skills

• Proven client service experience with a friendly approach

• Excellent verbal and written communication skills

Make an impact in the wealth management sector with your skills at RBC Dominion Securities.
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