Client service and problem resolution shape this full-time Senior Associate role at RBC Dominion Securities, based at Royal Bank Plaza in Toronto. Serve clients closely.
This Senior Associate supports an Investment Advisor and advisory team through account follow-up, relationship management, and coordinated execution. You will work with departments, Wealth Management specialists, clients, prospects, and Centers of Influence. The position requires a university degree, CIRE, and polished communication.
Key Responsibilities:
- Answer account inquiries and remain accountable for follow-up
- Liaise with departments to execute client requirements
- Attend client meetings and complete post-meeting activities
- Identify asset consolidation and referral opportunities
- Manage relationships with Centers of Influence
Requirements:
- Canadian Investment Regulatory Exam, CIRE
- University degree
- Highly-developed client service skills
- Meticulous attention to detail
- Strong problem-solving and analytical skills preferred
Bring accountable follow-up, relationship management, and problem-resolution skills to RBC Dominion Securities' Toronto wealth management team.
Investment Client Service Associate in Toronto employer: RBC Dominion Securities Inc.
RBC Dominion Securities is an exceptional employer that fosters a collaborative and supportive culture, empowering employees to thrive in their roles as Associate Advisors. Located in Moncton, you will benefit from a comprehensive Total Rewards Program, ongoing professional growth opportunities, and the chance to work with a dynamic team dedicated to delivering trusted financial advice. Join us to make a meaningful impact on clients and communities while advancing your career in a top-ranked investment firm.
Contact Details:
RBC Dominion Securities Inc. Recruitment Team
