Job Description
Job Description
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We pride ourselves on a collaborative and supportive culture that enables success at every level and equips us to help clients achieve their financial goals.
What will you do?
- Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events with clients and prospects, including agenda setting, documentation, and post‑meeting follow‑up.
- Use problem‑resolution skills to provide proactive client service and liaise with various departments to deliver timely solutions.
- Respond to client account inquiries and take ownership of follow‑ups.
- Help build and execute business plans, client segmentation exercises, and client service plans.
- Identify opportunities for asset consolidation and referrals across the existing client base. <...