Wealth Management Associate Saskatoon

RBC Dominion Securities seeks a dedicated Wealth Management Associate in Saskatoon. This role emphasizes exceptional client service and administrative efficiency to enhance the client experience.
Join a leading investment firm known for its collaborative culture. As a Wealth Management Associate, you’ll directly support Advisors in managing client accounts and facilitating smooth onboarding for new clients. Your proactive service will help maintain excellent relationships while ensuring compliance with regulations and internal controls.
Key Responsibilities:
• Coordinate and prepare client meetings for Advisors
• Provide proactive service focused on problem resolution
• Respond to client inquiries regarding accounts and transactions
• Assist the Advisor team with onboarding clients
• Maintain accurate and compliant client documentation
Requirements:
• Canadian Investment Regulatory Exam, CIRE required
• Strong skills in Microsoft Office Suite
• High-lev...