Wealth Management Associate

Join RBC Dominion Securities as an Associate in wealth management, based in Surrey, BC. Engage with clients, manage accounts, and provide exceptional support across all aspects of wealth management.

As an Associate at our White Rock branch, you will maintain client accounts, respond to inquiries, and facilitate onboarding for new clients. Your strong organization and time management skills will be essential for effectively coordinating meetings between Advisors and clients. This collaborative role allows you to tap into your problem-resolution skills while ensuring compliance with industry regulations and internal controls.

Key Responsibilities:

• Maintain existing client accounts and identify outreach opportunities

• Respond to client inquiries promptly and efficiently

• Provide proactive client service through collaboration

• Manage communications with clients and Advisors

• Assist in welcoming and onboarding new clients

Requirements:

• Canadian Investment Regulatory Exam (CIRE) completion

• Proficiency with Microsoft Office Suite

• Strong time management and organization skills

• Proven ability in delivering high-quality client service

• Exceptional verbal and written communication skills

Leverage your client service and teamwork skills with RBC Dominion Securities in Surrey.
#J-18808-Ljbffr