Wealth Management Associate – Client Services

0000050599 RBC Dominion Securities Inc.; Vernon; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading wealth management firm in Vernon seeks an Associate to provide exceptional service and support to clients and Advisors. You will manage client accounts, ensure compliance, and assist in onboarding. The ideal candidate has strong client service skills, relevant financial courses, and familiarity with business applications. Competitive compensation and a supportive team environment are offered.

Benefits

Comprehensive Total Rewards Program

Coaching and development opportunities

Competitive compensation

Dynamic team environment

Qualifications

• Strong skills in providing world-class client service that is professional and friendly.
• High quality time management and organization skills.
• Exceptional verbal and written communication skills in English.

Responsibilities

• Maintain existing client accounts and identify opportunities to contact clients.
• Respond to client inquiries in an understanding and time-efficient manner.
• Utilize problem resolution skills to provide proactive client service.
• Manage incoming communications from clients, Advisors, and partners.
• Assist in welcoming and onboarding new clients.
• Ensure client files and documentation are accurate and compliant.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office Suite

Job description

A leading wealth management firm in Vernon seeks an Associate to provide exceptional service and support to clients and Advisors. You will manage client accounts, ensure compliance, and assist in onboarding. The ideal candidate has strong client service skills, relevant financial courses, and familiarity with business applications. Competitive compensation and a supportive team environment are offered.