Associate
On-site · Canada
Core
Support private banking advisors by managing client accounts, ensuring compliance, and introducing products to high net worth clients.
Role type
Associate Wealth Management / Private Banking Support
Builds
Client relationships and account administration for high net worth individuals
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Canadian Investment Regulatory Exam (CIRE) completion, Microsoft Office Suite proficiency, time management, client service, verbal and written communication
Preferred skills
Knowledge of RBC Dominion Securities systems, securities industry experience