Found Description
Opportunity
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
Position
The RBC Dominion Securities branch located in Oakville is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
Key Responsibilities
- Maintain existing client accounts and identify opportunities to contact clients. Manage timelines and key dates for accounts to ensure clients feel supported.
- Respond to client inquiries promptly and professionally, including account transactions, requests, documentation, and reporting.
- Use problem resolution skills to provide proactive client service and liaise with various depar...