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Wealth Management Associate: Client Growth & Service
Job Description & How to Apply Below
RBC Dominion Securities, a leading wealth management firm in Canada, seeks an Investment Associate for the Newmarket branch. You will support the Advisor team by maintaining client accounts, processing documentation, and coordinating meetings with clients and prospects.
You will ensure compliance, assist with onboarding, and manage communications across clients and partners while leveraging your planning skills to support wealth management opportunities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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