Found Description
Job Description
What is the opportunity?
The RBC Dominion Securities branch located in Richmond Hill is looking for a resourceful, efficient and collaborative individual to join a high-performing Executive Council Team.
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with the Advisor team in managing client portfolios and wealth management planning opportunities.
What will you do?
- Enhance the client’s experience from onboarding to year-round contact so that it is consistently smooth and on-track with the team’s client service plan.
- Assist the Advisor team in welc...