Wealth Management Client Services Associate

RBC Dominion Securities; San Juan de Terranova; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading full-service investment firm in Canada is seeking a full-time Wealth Management Associate to maintain client accounts, respond to inquiries, and assist Advisors with onboarding and meetings. The ideal candidate will have strong organizational skills and experience in client service, requiring the Canadian Investment Regulatory Exam qualification. This role offers competitive compensation, a supportive environment, and valuable training opportunities.

Benefits

Comprehensive Total Rewards Program

Work in a dynamic, high-performing team

World-class training program in financial services

Qualifications

• Strong skills working with business applications/technology.
• High quality time management and organization skills.
• Demonstrated skills in providing world-class client service.

Responsibilities

• Maintain existing client accounts and identify opportunities to contact clients.
• Respond to client inquiries in a timely manner.
• Manage incoming communications from clients and partners.
• Assist the Advisor team in onboarding new clients.
• Prepare meetings for Advisors with their clients/prospects.
• Ensure client files are accurate, up-to-date and compliant.

Skills

Identifying Opportunities

Organizing

Proactive Behavior

Problem Resolution

Teamwork

Time Management

Work Collaboratively

Education

Canadian Investment Regulatory Exam, CIRE

Tools

Microsoft Office Suite

Job description

A leading full-service investment firm in Canada is seeking a full-time Wealth Management Associate to maintain client accounts, respond to inquiries, and assist Advisors with onboarding and meetings. The ideal candidate will have strong organizational skills and experience in client service, requiring the Canadian Investment Regulatory Exam qualification. This role offers competitive compensation, a supportive environment, and valuable training opportunities.