Found Description
Become an Associate Advisor at Royal Bank of Canada in Toronto, Ontario, providing top-notch service to Wealth Management clients. Engage with clients to enhance their portfolios and deliver an exceptional client experience.
As an Associate Advisor, you'll support a leading Investment Advisory Group within Wealth Management. This role requires maintaining client relationships and coordinating wealth management services. You'll also assist with onboarding new clients and collaborate closely with advisory team members, ensuring efficient service delivery while identifying growth opportunities.
Key Responsibilities:
• Manage client relationships for designated accounts
• Provide coordinated wealth management services
• Assist with onboarding new clients and planning
• Support trading and portfolio rebalancing activities
• Communicate proactively with clients and advisory team
Requirements:
• RR with IIROC/CIRO or CSC completion
• Client-facing experience pref...
As an Associate Advisor, you'll support a leading Investment Advisory Group within Wealth Management. This role requires maintaining client relationships and coordinating wealth management services. You'll also assist with onboarding new clients and collaborate closely with advisory team members, ensuring efficient service delivery while identifying growth opportunities.
Key Responsibilities:
• Manage client relationships for designated accounts
• Provide coordinated wealth management services
• Assist with onboarding new clients and planning
• Support trading and portfolio rebalancing activities
• Communicate proactively with clients and advisory team
Requirements:
• RR with IIROC/CIRO or CSC completion
• Client-facing experience pref...
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