Job Description
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. The Chilliwack branch is seeking a client‑service specialist who resolves private banking deals, ensures compliance with banking laws, and applies essential financial principles.
Opportunity
You will provide quality client service and deepen relationships with existing clients through efficient support to both clients and the Advisor Team.
Responsibilities
- Coordinate and prepare meetings for Advisors with their clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to detail; liaise with various departments for execution where necessary.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
- Assist the Advisor team with client onboarding.
- Help man...