Senior Wealth Management Associate

Support wealth management clients in Richmond Hill through account administration, portfolio coordination, and exceptional service for RBC Dominion Securities.

As a Senior Associate, you will support the Executive Council Team and Advisor team. You will maintain client accounts, coordinate onboarding, prepare meetings, and manage documentation. Your work helps deepen relationships and support wealth management planning opportunities.

Key Responsibilities:

• Enhance client experiences from onboarding through year-round contact
• Welcome and onboard new clients with Advisors
• Coordinate and prepare Advisor client and prospect meetings
• Resolve inquiries involving transactions, documents, and reporting
• Follow up on client trades through settlement and delivery

Requirements:

• Canadian Investment Regulatory Exam, CIRE
• Strong Microsoft Office Suite and business application skills
• High-quality time management and organization skills
• Professional, warm, and friendly client service approach
• Minimum five years of securities industry experience preferred

Bring client service, account management, and documentation expertise to RBC Dominion Securities wealth management in Richmond Hill.