Assistant Manager, Wealth & HNW Client Services

RBC Dominion Securities; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Toronto is seeking an Assistant Manager for their Investor Centre. The role involves managing client requests, providing high-level service to HNW clients, and developing business cases for senior management. Ideal candidates will have strong knowledge of investment products and the ability to obtain relevant certifications. This full-time position offers competitive compensation and a collaborative work environment.

Benefits

Comprehensive Total Rewards Program

Leadership development opportunities

Dynamic team environment

Qualifications

• Ability to obtain CSC and CPH within 1 year of start date.
• Working knowledge of Excel, Word, and PowerPoint.
• Experience as an Investment Representative or Investment Advisor Associate preferred.

Responsibilities

• Manage client requests delivered in-person or by phone.
• Provide end-to-end sales and after-sales service.
• Handle special situations outside standard practice.
• Establish 'white glove service' for HNW clients.
• Solve complex client requests using deep industry knowledge.
• Develop business cases for senior decision-makers.
• Maintain relationships with business professionals and high-value clients.
• Promote DI tools and services at seminars.
• Provide direct client feedback to the Manager.

Skills

Client management

Sales service

Investment products knowledge

Excel

Word

PowerPoint

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Job description

A leading financial services firm in Toronto is seeking an Assistant Manager for their Investor Centre. The role involves managing client requests, providing high-level service to HNW clients, and developing business cases for senior management. Ideal candidates will have strong knowledge of investment products and the ability to obtain relevant certifications. This full-time position offers competitive compensation and a collaborative work environment.