Wealth Services Associate: Client Focus & Growth

RBC; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A prominent financial institution in Toronto is seeking an experienced Associate to join a high-performing team. This role focuses on enhancing client relationships through superior service and support. Candidates must have the Canadian Securities Course and must demonstrate excellent communication and time management skills. The position offers competitive compensation and a dynamic work environment.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

World-class training program

Qualifications

• Must have strong written and verbal communication skills.
• Must demonstrate exceptional time management skills.
• Self-directed individual with growth-oriented mindset.

Responsibilities

• Provide superior client service with a problem-resolution focus.
• Respond to client inquiries and ensure follow-up as required.
• Assist clients with tax reporting and WM Online setup.

Skills

Communication

Time Management

Teamwork

Problem Resolution

Proactive Approach

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office

Job description

A prominent financial institution in Toronto is seeking an experienced Associate to join a high-performing team. This role focuses on enhancing client relationships through superior service and support. Candidates must have the Canadian Securities Course and must demonstrate excellent communication and time management skills. The position offers competitive compensation and a dynamic work environment.