Associate Role at RBC Dominion Securities

Elevate your career with RBC Dominion Securities as an Associate in Ottawa. This full-time position focuses on client service, account management, and supporting Advisors in wealth management planning.
As an Associate, you'll collaborate with Advisors and provide top-notch service to clients. Your role includes maintaining client accounts, ensuring documentation compliance, and onboarding new clients. Proficiency in Microsoft Office and a Canadian Investment Regulatory Exam (CIRE) certification are essential for this position.
Key Responsibilities:
• Coordinate meetings for Advisors and clients
• Provide proactive problem resolution and client service
• Assist with onboarding new clients effectively
• Maintain accurate client accounts and documentation
• Support Advisor team with communication and audit processes
Requirements:
• Completion of Canadian Investment Regulatory Exam (CIRE)
• Strong skills in Microsoft Office Suite
• Excellent time management...