At a Glance
- Tasks: Support clients and Advisors with account management and seamless communication.
- Company: Join RBC Dominion Securities, a leader in wealth management.
- Benefits: Full-time role with competitive pay and growth opportunities.
- Other info: Dynamic team environment focused on professional development and client success.
- Why this job: Make a difference in clients' financial journeys while developing your skills.
- Qualifications: Must complete the Canadian Investment Regulatory Exam and have strong tech skills.
The predicted salary is between 51750 - 63250 $ per year.
Client service and account coordination define this full-time Associate opportunity with RBC Dominion Securities in Toronto. Use organization and communication skills daily. As an Associate in RBC Wealth Management, you will maintain client accounts and support Advisors through the wealth management process. The work includes account transactions, documentation, reporting, communications, onboarding, meetings, and trade follow-up. Strong technology skills, Microsoft Office Suite experience, and the Canadian Investment Regulatory Exam are required.
Key Responsibilities:
- Maintain client accounts and manage important timelines and dates
- Respond efficiently to transactions, requests, documentation, and reporting inquiries
- Coordinate communications with clients, Advisors, and internal partners
- Welcome new clients and prepare Advisor meetings
- Maintain accurate, compliant files and follow up on trades
Requirements:
- Canadian Investment Regulatory Exam completion
- Strong business application and Microsoft Office Suite skills
- Excellent time management and organization skills
- Professional, warm, and friendly client service approach
- Exceptional written and verbal English communication skills
- Support Toronto clients and Advisors with account administration, regulatory accuracy, communication, and responsive wealth management service.
Wealth Management Client Service Associate in Toronto employer: RBC Dominion Securities
RBC Wealth Management is an exceptional employer that prioritizes employee growth and development, offering a dynamic work culture in the heart of Toronto. As a Strategic Finance Manager, you will benefit from comprehensive training programs, collaborative teamwork, and the opportunity to influence key financial strategies within Canada's largest brokerage. Join us to make meaningful contributions while enjoying a supportive environment that values innovation and excellence.
