Found Description
Elevate client services as an Associate Advisor at RBC Dominion Securities in Vancouver, Canada. This role focuses on providing strong administrative support to Advisors and enhancing existing client relationships.
The esteemed RBC Dominion Securities Thurlow branch seeks a dedicated Associate Advisor committed to delivering world-class client services. The position requires a blend of organizational skills, proactive client engagement, and detailed account management to ensure effective service delivery. Join a culture that supports your professional development in wealth management.
Key Responsibilities:
• Prepare and coordinate meetings with clients and Advisors
• Assist clients with inquiries related to their accounts
• Maintain up-to-date client files and documentation
• Help manage communication channels and updates
• Follow up on client trades for proper execution
Requirements:
• CIRE certification mandatory
• Proficiency in Microsoft Office Suite
The esteemed RBC Dominion Securities Thurlow branch seeks a dedicated Associate Advisor committed to delivering world-class client services. The position requires a blend of organizational skills, proactive client engagement, and detailed account management to ensure effective service delivery. Join a culture that supports your professional development in wealth management.
Key Responsibilities:
• Prepare and coordinate meetings with clients and Advisors
• Assist clients with inquiries related to their accounts
• Maintain up-to-date client files and documentation
• Help manage communication channels and updates
• Follow up on client trades for proper execution
Requirements:
• CIRE certification mandatory
• Proficiency in Microsoft Office Suite
Ready to Apply?
Submit your application for Wealth Management Associate Advisor Position at RBC Dominion Securities
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