Wealth Management Associate

Join RBC Dominion Securities as a Wealth Management Associate in Saskatoon to support clients and Advisors with exceptional service. Utilize your skills in account management and client relations to facilitate financial success.

In this full-time role, you will be integral to the RBC Dominion Securities branch, focusing on delivering outstanding client support and effective management of accounts. Your proactive approach will enhance relationships, contribute to onboarding processes, and ensure compliance in documentation. Collaborate with Advisors to manage portfolios and explore wealth management opportunities, promoting an environment of excellence and teamwork.

Key Responsibilities:

• Coordinate meetings between Advisors and clients

• Provide proactive client service and problem resolution

• Respond to client inquiries on account transactions

• Assist with onboarding new clients efficiently

• Maintain thorough and compliant client documentation

Requirements:

• Completion of Canadian Investment Regulatory Exam

• Strong skills in Microsoft Office Suite

• High level of time management and organization

• Demonstrated world-class client service abilities

• Experience in the securities industry is a plus

Make a lasting impact in client wealth management at RBC Dominion Securities.
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