Associate Wealth Management

Position: Associate Wealth Management at RBC
Join RBC Dominion Securities in White Rock, BC, as an Associate in Wealth Management. Drive client success with your exceptional service and organizational skills in a supportive team environment.

This is a vital role for a collaborative individual looking to excel in wealth management. As an Associate, you will maintain client accounts and ensure documentation is compliant. You will also support Advisors in onboarding new clients and managing portfolios, making a significant impact on financial journeys.

Key Responsibilities:

• Maintain client accounts and identify engagement opportunities

• Respond quickly to inquiries and client requests

• Collaborate with departments for effective problem resolution

• Support Advisors in onboarding new clients

• Prepare for client meetings with thorough planning

Requirements:

• Canadian Investment Regulatory Exam, CIRE required

• Proficient in Microsoft Office Suite

• High-level time management and organizational skills

• Strong verbal and written communication abilities

• Proven client service skills delivered warmly and professionally

Enhance the client experience in wealth management by joining RBC Dominion Securities' dedicated team in White Rock.
#J-18808-Ljbffr