Wealth Management Associate: Client Service & Admin

0000050599 RBC Dominion Securities Inc.; Sault Ste. Marie; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading investment firm in Sault Ste. Marie is seeking an Associate to join their team. The role involves maintaining client accounts, executing trades, and ensuring compliance with regulatory requirements. The ideal candidate will have strong customer service skills, familiarity with business applications, and a commitment to client satisfaction. This position offers a competitive salary, comprehensive benefits, and opportunities for career development within a progressive team environment.

Benefits

Comprehensive Total Rewards Program

Development coaching from leaders

Dynamic team environment

Flexible benefits and competitive compensation

Qualifications

• Strong skills in technology, particularly in Microsoft Office Suite.
• High quality time management, organization skills, and exceptional communication.
• Must have or work towards CSC and CPH.

Responsibilities

• Maintain client accounts and manage trades and cash raises.
• Respond to client inquiries in a timely and professional manner.
• Collaborate with internal departments to resolve client issues.

Skills

Customer Service

Data Entry

Time Management

Communication Skills

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office Suite

Job description

A leading investment firm in Sault Ste. Marie is seeking an Associate to join their team. The role involves maintaining client accounts, executing trades, and ensuring compliance with regulatory requirements. The ideal candidate will have strong customer service skills, familiarity with business applications, and a commitment to client satisfaction. This position offers a competitive salary, comprehensive benefits, and opportunities for career development within a progressive team environment.