Associate Wealth Management

Opportunity

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The branch located in White Rock, BC is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.

Responsibilities

• Maintain existing client accounts and identify opportunities to contact clients, managing timelines and key dates to ensure clients feel supported by our team.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Utilize superior problem‑resolution skills to provide proactive client service and, when needed, liaise with various departments to deliver smooth ...