Wealth Management Associate Ottawa
R
RBC Dominion Securities
📍 ottawa, on, Canada
Job Description
Join RBC Dominion Securities as a Wealth Management Associate in Ottawa, Canada. Provide exceptional client support and help manage investment portfolios to foster strong relationships.
In this full-time position, you'll work with Advisors to deliver outstanding service in our collaborative culture. Your primary responsibilities will include coordinating meetings, resolving client inquiries, and maintaining client accounts. You will also be integral in assisting team onboarding and documentation management.
Key Responsibilities:
• Coordinate and prepare meetings for Advisors and clients
• Provide proactive client service to resolve issues
• Respond to client inquiries regarding account transactions
• Assist with client onboarding and communications
• Ensure compliant and up-to-date client documentation
Requirements:
• Canadian Investment Regulatory Exam certification
• Proficiency in Microsoft Office Suite
• Strong time management and organizational ski...
In this full-time position, you'll work with Advisors to deliver outstanding service in our collaborative culture. Your primary responsibilities will include coordinating meetings, resolving client inquiries, and maintaining client accounts. You will also be integral in assisting team onboarding and documentation management.
Key Responsibilities:
• Coordinate and prepare meetings for Advisors and clients
• Provide proactive client service to resolve issues
• Respond to client inquiries regarding account transactions
• Assist with client onboarding and communications
• Ensure compliant and up-to-date client documentation
Requirements:
• Canadian Investment Regulatory Exam certification
• Proficiency in Microsoft Office Suite
• Strong time management and organizational ski...