Wealth Management Associate Trois-Rivières

Location: Trois-Rivières

Enhance your career with RBC Dominion Securities as a Wealth Management Associate in Trois-Rivières, Canada. Deliver outstanding client service and support for effective wealth management strategies.

As an Associate at RBC Dominion Securities, you will facilitate vital client relationships in a leading investment firm. With your resourceful and collaborative nature, you will assist in maintaining client accounts and support advisory teams. This role includes processing inquiries and proactively resolving issues through effective communication and problem-solving.

Key Responsibilities:

• Maintain and manage existing client accounts

• Respond promptly to client inquiries and requests

• Provide problem resolution and proactive service

• Collaborate with advisors for client onboarding

• Update internal communication channels effectively

Requirements:

• CIRE certified with a minimum of 2 years in securities

• Mastery of French and strong Microsoft 365 skills

• Detail-oriented with excellent time management

• Proven ability in providing world-class client service

• Knowledge of regulatory requirements and compliance

Utilize your skills in client relations and wealth management at RBC Dominion Securities in Trois-Rivières.
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