Found Description
Become a Wealth Management Associate with RBC Dominion Securities in Oakville, Canada. Support client relationships and provide exceptional service within Canada's top-ranking investment firm.
This Associate role focuses on optimizing client interactions at RBC Dominion Securities’ Oakville branch. Your responsibilities will include maintaining client accounts, responding to inquiries, and assisting Advisors in onboarding new clients. The position emphasizes collaboration and proactive service to ensure smooth operations and timely solutions.
Key Responsibilities:
• Maintain existing client accounts and manage key timelines
• Respond to inquiries efficiently and professionally
• Provide proactive support to clients and Advisors
• Coordinate meetings and ensure documentation compliance
• Update communication channels, including social media
Requirements:
• Completion of Canadian Investment Regulatory Exam, CIRE
This Associate role focuses on optimizing client interactions at RBC Dominion Securities’ Oakville branch. Your responsibilities will include maintaining client accounts, responding to inquiries, and assisting Advisors in onboarding new clients. The position emphasizes collaboration and proactive service to ensure smooth operations and timely solutions.
Key Responsibilities:
• Maintain existing client accounts and manage key timelines
• Respond to inquiries efficiently and professionally
• Provide proactive support to clients and Advisors
• Coordinate meetings and ensure documentation compliance
• Update communication channels, including social media
Requirements:
• Completion of Canadian Investment Regulatory Exam, CIRE
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