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Jobs at Rbc in Canada
Wealth Management Associate: Client Services & Ops
RBC Dominion Securities
Red Deer
On-site
CAD 45,000 - 75,000
Today
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Wealth Management Summer Analyst: Build Impact & Skills
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Wealth Management Associate: Client Services & Ops
RBC Dominion Securities
Red Deer
On-site
CAD 45,000 - 75,000
Full time
Yesterday
Be an early applicant
Job summary
A leading investment firm in Red Deer seeks an Associate for the Wealth Management team. The role involves maintaining client accounts, responding to inquiries, and performing administrative tasks. Candidates should possess strong organizational skills and work towards certifications like the Canadian Securities Course. Join a collaborative team focused on achieving financial success for clients while benefiting from a strong support structure and development opportunities.
Benefits
Comprehensive Total Rewards Program
Bonuses and flexible benefits
Leader support for development
Impactful work opportunities
Qualifications
- Work towards the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- Strong skills with Microsoft Office Suite.
- High-quality time management and organization skills.
- Demonstrated skills in providing world-class client service.
- Exceptional verbal and written communication skills.
Responsibilities
- Maintain existing client accounts and management of models.
- Follow up on client trades for proper settlement.
- Respond to client inquiries efficiently.
- Conduct ad hoc analysis on products and accounts.
- Cross-train on office administration functions.
- Provide proactive client service and problem resolution.
- Ensure documentation compliance and accuracy.
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
Microsoft Excel
Job description
A leading investment firm in Red Deer seeks an Associate for the Wealth Management team. The role involves maintaining client accounts, responding to inquiries, and performing administrative tasks. Candidates should possess strong organizational skills and work towards certifications like the Canadian Securities Course. Join a collaborative team focused on achieving financial success for clients while benefiting from a strong support structure and development opportunities.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.