Job Description & How to Apply Below
Join RBC Dominion Securities as a Wealth Management Associate in Bells Corner, Ottawa. Focus on delivering world-class service and supporting Advisors in managing client relationships and portfolios.
This full-time role at RBC seeks a resourceful individual to enhance client experiences through exceptional service and collaboration with the Advisor team. You'll manage client accounts, ensure timely updates, and assist in client onboarding while engaging with various internal departments. This position allows you to maintain a significant role in the wealth management process.
Key Responsibilities:
• Coordinate meetings for Advisors with clients
• Address client inquiries about account services
• Maintain thorough and compliant client documentation
• Support the wealth management activities and follow client trades
• Update team communication channels including online platforms
Requirements:
• Must have Canadian Investment Regulatory Exam, CIRE
• Strong skills in Microsoft Office Suite
• High organization and time management capabilities
• Demonstrated ability to foster warm client relationships
• Experience in the securities industry is advantageous
Bring your expertise in client service and wealth management to RBC and thrive in a collaborative environment.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×