Wealth Management Associate – Client Relations & Admin

RBC Dominion Securities; Calgary; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Total Rewards Program

Bonuses and flexible benefits

Stock where applicable

Career development coaching

World-class training program

Job summary

RBC Dominion Securities in Calgary is seeking an Associate to deliver exceptional client service and support to our Advisor team. You will help maintain client accounts, handle account administration and documentation, and assist in wealth management planning opportunities with a collaborative approach.

In this role you will build relationships with clients and internal teams, manage timelines for accounts, respond to inquiries promptly, and contribute to ensuring compliance and high-quality

Qualifications

• Must have Canadian Investment Regulatory Exam (CIRE).
• Strong skills with business applications/technology, including Microsoft Office Suite.
• High quality time management and organization skills.
• Demonstrated skills in providing world-class client service that is professional, warm and friendly.
• Exceptional verbal and written communication skills in English.

Responsibilities

• Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
• Monitors private banking business performance and market conditions when implementing new private banking services.
• Introduces products and services to high net worth clients.
• Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help 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.).

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Tools

Microsoft Office Suite

Job description

RBC Dominion Securities in Calgary is seeking an Associate to deliver exceptional client service and support to our Advisor team. You will help maintain client accounts, handle account administration and documentation, and assist in wealth management planning opportunities with a collaborative approach.

In this role you will build relationships with clients and internal teams, manage timelines for accounts, respond to inquiries promptly, and contribute to ensuring compliance and high-quality