RBC Dominion Securities seeks an Associate in Oakville, Canada to help maintain relationships and support wealth management operations. This full-time role centers around delivering world-class client service and operational excellence.
You will actively manage client accounts, respond to inquiries, and assist in the onboarding process for new clients. Your responsibilities also include coordinating meetings, ensuring compliance with documentation standards, and supporting the Advisor team through the Wealth Management process.
Key Responsibilities:
• Maintain and enhance client account relationships
• Respond to and resolve client inquiries efficiently
• Assist with new client onboarding processes
• Manage meetings and prepare necessary materials
• Ensure compliance with client documentation standards
Requirements:
• Completion of Canadian Investment Regulatory Exam (CIRE)
• Skilled in Microsoft Office and business technology
• High-level time manageme...