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Wealth Management Associate Saskatoon
Description
Join RBC Dominion Securities as a Wealth Management Associate in Saskatoon to support clients and Advisors with exceptional service. Utilize your skills in account management and client relations to facilitate financial success.
In this full-time role, you will be integral to the RBC Dominion Securities branch, focusing on delivering outstanding client support and effective management of accounts. Your proactive approach will enhance relationships, contribute to onboarding processes, and ensure compliance in documentation. Collaborate with Advisors to manage portfolios and explore wealth management opportunities, promoting an environment of excellence and teamwork.
Key Responsibilities:
• Coordinate meetings between Advisors and clients
• Provide proactive client service and problem resolution
• Respond to client inquiries on account transactions
• Assist with onboarding new clients efficiently
• Maintain thorough and compliant cl...
In this full-time role, you will be integral to the RBC Dominion Securities branch, focusing on delivering outstanding client support and effective management of accounts. Your proactive approach will enhance relationships, contribute to onboarding processes, and ensure compliance in documentation. Collaborate with Advisors to manage portfolios and explore wealth management opportunities, promoting an environment of excellence and teamwork.
Key Responsibilities:
• Coordinate meetings between Advisors and clients
• Provide proactive client service and problem resolution
• Respond to client inquiries on account transactions
• Assist with onboarding new clients efficiently
• Maintain thorough and compliant cl...