Job Description & How to Apply Below
As an Associate at RBC Dominion Securities, you will provide ongoing support to both clients and Advisors at the Bells Corner location.
Your role focuses on client inquiries, account management, and documentation compliance. By working collaboratively with the team, you'll help enhance client experiences while managing critical account timelines.
Key Responsibilities:
• Coordinate client meetings for Advisors efficiently.
• Proactively resolve client inquiries and service needs.
• Maintain detailed and compliant client account records.
• Assist in onboarding processes for new clients.
• Update communication channels like websites and newsletters.
Requirements:
• Canadian Investment Regulatory Exam (CIRE) is required.
• Strong proficiency in Microsoft Office Suite.
• High-level organization and time management skills.
• Excellent client service skills, warm and professional.
• Experience in the investment sector is desirable.
Join a collaborative team dedicated to delivering exceptional wealth management support at RBC.
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Position Requirements
10+ Years
work experience
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