Wealth Management Associate Vancouver
RBC Dominion Securities • vancouver, Canada
Role Description
Join RBC Dominion Securities as a Wealth Management Associate in Vancouver. Provide exceptional client support while engaging in portfolio management and account administration.
In this full-time role, you will support the Advisor team and our clients at one of Canada’s leading investment firms. Your responsibilities will include maintaining client accounts, ensuring compliance, and managing communications. You will also use your problem-solving skills to deliver efficient client service and onboarding support.
Key Responsibilities:
• Maintain and manage existing client accounts efficiently
• Respond promptly to client inquiries and requests
• Liaise with departments for smooth client service
• Assist in onboarding new clients effectively
• Update communication channels, including social media
Requirements:
• Canadian Investment Regulatory Exam (CIRE) qualified
• Minimum 2 years of experience with a CIRO firm
• Proficiency in Microsoft Office Suite
•...
In this full-time role, you will support the Advisor team and our clients at one of Canada’s leading investment firms. Your responsibilities will include maintaining client accounts, ensuring compliance, and managing communications. You will also use your problem-solving skills to deliver efficient client service and onboarding support.
Key Responsibilities:
• Maintain and manage existing client accounts efficiently
• Respond promptly to client inquiries and requests
• Liaise with departments for smooth client service
• Assist in onboarding new clients effectively
• Update communication channels, including social media
Requirements:
• Canadian Investment Regulatory Exam (CIRE) qualified
• Minimum 2 years of experience with a CIRO firm
• Proficiency in Microsoft Office Suite
•...