Found Description
Join RBC Dominion Securities in Brossard as a Bilingual Wealth Management Associate. Provide exceptional service while supporting clients and advisory teams in achieving financial goals.
In this full-time role, you will collaborate closely with the advisory team, maintaining client accounts and assisting with onboarding new clients. Your expertise in handling inquiries will enhance relationships, while your problem resolution skills will provide timely solutions. You will also coordinate meetings for Advisors and update communication channels using your social media skills.
Key Responsibilities:
• Maintain client accounts and manage key dates
• Respond promptly to client inquiries and requests
• Liaise with departments for proactive client service
• Assist in onboarding new clients efficiently
• Prepare meeting materials for Advisers' client interactions
Requirements:
• Must have Canadian Investment Regulatory Exam (CIRE)
• Minimum 2 years experience in th...
In this full-time role, you will collaborate closely with the advisory team, maintaining client accounts and assisting with onboarding new clients. Your expertise in handling inquiries will enhance relationships, while your problem resolution skills will provide timely solutions. You will also coordinate meetings for Advisors and update communication channels using your social media skills.
Key Responsibilities:
• Maintain client accounts and manage key dates
• Respond promptly to client inquiries and requests
• Liaise with departments for proactive client service
• Assist in onboarding new clients efficiently
• Prepare meeting materials for Advisers' client interactions
Requirements:
• Must have Canadian Investment Regulatory Exam (CIRE)
• Minimum 2 years experience in th...
Ready to Apply?
Submit your application for Bilingual Wealth Management Associate at Dormont Manufacturing Co
Apply Now