Canada

RBC Investment Associate Opportunity, Abbotsford British Columbia

RBC Investment Associate Opportunity, Abbotsford British Columbia
Description
Step into the Investment Associate role at RBC Dominion Securities in Abbotsford. Provide quality client service while assisting Advisors to enhance client engagement and satisfaction.

In this full-time position, you will resolve banking deals, manage client accounts, and ensure compliance with industry regulations. Your proactive and organized nature will facilitate efficient communication and enhance client relationships, making you a crucial part of the team.

Key Responsibilities:• Coordinate Advisor-client meetings efficiently • Deliver solutions to client inquiries effectively • Assist Advisors with onboarding and account maintenance • Ensure documentation adheres to compliance requirements • Track client trades for timely execution

Requirements:• CIRE or CFA I preferred • Strong skills in Microsoft Office Suite • Excellent time management and organizational capabilities • Strong commitment to providing exceptional client service • Proficient verbal and written communication skills

Join RBC and contribute to meaningful client success in Abbotsford. #J-18808-Ljbffr
Informations clefs
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Informations supplémentaires sur l’annonce

RBC Investment Associate Opportunity est visible sur Locanto dans la rubrique Abbotsford Informatique, télécommunications.

Pour le moment, c’est la seule annonce dans cette rubrique pour Abbotsford.

Il y a encore plus de petites annonces dans un rayon de 15 km pour cette rubrique. Cliquez ici pour consulter ces annonces.