RBC Associate - Wealth Management
R
RBC Dominion Securities
📍 ottawa, on, Canada
Job Description
Elevate your expertise at RBC Dominion Securities in Ottawa as an Associate in Wealth Management. This full-time role is centered around delivering stellar support and strengthening client relationships.
In this Associate position, you will be instrumental in managing client portfolios, executing trades, and ensuring exceptional service. Your strong organizational skills will help maintain compliance and accuracy in documentation, while your ability to resolve issues will contribute greatly to client satisfaction. You will also engage in various administrative functions to enhance team efficiency.
Key Responsibilities:
• Maintain and update client accounts and documentation
• Execute trades and maintain position rebalancing
• Address client inquiries with professionalism
• Perform analysis on accounts or products as needed
• Collaborate with the Advisor Team for client solutions
Requirements:
• Completion of Canadian Investment Regulatory Exam, CIRE
• Prof...
In this Associate position, you will be instrumental in managing client portfolios, executing trades, and ensuring exceptional service. Your strong organizational skills will help maintain compliance and accuracy in documentation, while your ability to resolve issues will contribute greatly to client satisfaction. You will also engage in various administrative functions to enhance team efficiency.
Key Responsibilities:
• Maintain and update client accounts and documentation
• Execute trades and maintain position rebalancing
• Address client inquiries with professionalism
• Perform analysis on accounts or products as needed
• Collaborate with the Advisor Team for client solutions
Requirements:
• Completion of Canadian Investment Regulatory Exam, CIRE
• Prof...