Job Description
Overview
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. The branch in Toronto is seeking a resourceful, efficient and collaborative Associate to join the wealth management team. By providing ongoing, exceptional service and support to clients and the Advisor team, you will help deepen existing relationships and welcome new clients, maintain client accounts, ensure documentation is accurate and compliant, and support portfolio and wealth management planning opportunities.
What will you do?
- Maintain existing client accounts and identify opportunities to contact clients. Manage timelines and key dates for accounts to ensure clients feel supported by our team.
- Respond to client inquiries in a timely and understanding manner (account transactions, requests, documentation, reporting, etc.).
- Provide proactive client service and coll...