Wealth Management Associate — Client Services & Admin Ops

RBC; Laval (administrative region); On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading financial services company in Laval is seeking an Associate to join their advisory team. The ideal candidate will be fluent in French and possess excellent client service skills, along with strong attention to detail. Key responsibilities include servicing client inquiries, administrative support for Investment Advisors, and ensuring timely account management. This full-time role offers competitive compensation and a dynamic team environment.

Benefits

Comprehensive Total Rewards Program

World-class training program

Development opportunities

Qualifications

• Minimum of 2 years of experience in the financial services sector.
• Demonstrated skills in providing world-class client service.
• Ability to work as part of a team.

Responsibilities

• Responsible for servicing incoming contacts from clients and partners.
• Support Investment Advisors with administrative duties.
• Request information and documentation from clients.

Skills

French language mastery

Client service skills

Attention to detail

Time management

Knowledge of Microsoft 365

Job description

A leading financial services company in Laval is seeking an Associate to join their advisory team. The ideal candidate will be fluent in French and possess excellent client service skills, along with strong attention to detail. Key responsibilities include servicing client inquiries, administrative support for Investment Advisors, and ensuring timely account management. This full-time role offers competitive compensation and a dynamic team environment.