Wealth Management Associate — Client Services

RBC Dominion Securities; Montreal (administrative region); On-site; CAD 65,000 - 90,000; Full time

Job summary

RBC Dominion Securities of Montreal seeks a resourceful Associate to support an advisory team in managing client accounts and providing exceptional service. You will maintain portfolios, handle documentation, and coordinate meetings with clients and advisors in a fast-paced wealth management environment.

Your role focuses on accuracy, regulatory compliance, and timely communication, while progressively contributing to client retention and growth within a collaborative team.

Qualifications

• 2+ years of experience in the securities industry.
• CIRE certification is required (or in progress).
• Bilingual English and French language skills are required for client service across Canada.

Responsibilities

• Maintain existing client accounts and manage timelines and key dates.
• Respond to client inquiries regarding account transactions, documentation and reporting.
• Provide proactive client service and liaise with multiple departments for timely solutions.
• Manage communications from clients, advisors and external partners.
• Assist advisory team in welcoming and onboarding new clients.
• Coordinate meetings for advisors with clients/prospects.
• Ensure client files and documentation are accurate, up-to-date and compliant with internal controls.
• Update the team’s communication channels (websites, LinkedIn, Facebook, brochures, newsletters).

Skills

Bilingual (EN/FR)

Attention to detail

Time management

Client service

Education

Canadian Investment Regulatory Exam (CIRE)

Tools

Microsoft 365

Job description

RBC Dominion Securities of Montreal seeks a resourceful Associate to support an advisory team in managing client accounts and providing exceptional service. You will maintain portfolios, handle documentation, and coordinate meetings with clients and advisors in a fast-paced wealth management environment.

Your role focuses on accuracy, regulatory compliance, and timely communication, while progressively contributing to client retention and growth within a collaborative team.