Wealth Management Client Service Associate

Client service and account coordination define this full-time Associate opportunity with RBC Dominion Securities in Toronto. Use organization and communication skills daily.

As an Associate in RBC Wealth Management, you will maintain client accounts and support Advisors through the wealth management process. The work includes account transactions, documentation, reporting, communications, onboarding, meetings, and trade follow-up. Strong technology skills, Microsoft Office Suite experience, and the Canadian Investment Regulatory Exam are required.

Key Responsibilities:

• Maintain client accounts and manage important timelines and dates
• Respond efficiently to transactions, requests, documentation, and reporting inquiries
• Coordinate communications with clients, Advisors, and internal partners
• Welcome new clients and prepare Advisor meetings
• Maintain accurate, compliant files and follow up on trades

Requirements:

• Canadian Investment Regulatory Exam completion
• Strong business application and Microsoft Office Suite skills
• Excellent time management and organization skills
• Professional, warm, and friendly client service approach
• Exceptional written and verbal English communication skills

Support Toronto clients and Advisors with account administration, regulatory accuracy, communication, and responsive wealth management service.