Investment Client Service Associate
RBC Dominion Securities Inc.
Client service and problem resolution shape this full-time Senior Associate role at RBC Dominion Securities, based at Royal Bank Plaza in Toronto. Serve clients closely.
This Senior Associate supports an Investment Advisor and advisory team through account follow-up, relationship management, and coordinated execution. You will work with departments, Wealth Management specialists, clients, prospects, and Centers of Influence. The position requires a university degree, CIRE, and polished communication.
Key Responsibilities:
- Answer account inquiries and remain accountable for follow-up
- Liaise with departments to execute client requirements
- Attend client meetings and complete post-meeting activities
- Identify asset consolidation and referral opportunities
- Manage relationships with Centers of Influence
Requirements:
- Canadian Investment Regulatory Exam, CIRE
- University degree
- Highly-developed client service skills
- Meticulous attention to detail
- Strong problem-solving and analytical skills preferred
Bring accountable follow-up, relationship management, and problem-resolution skills to RBC Dominion Securities’ Toronto wealth management team.
#J-18808-LjbffrVacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Investment Client Service Associate in Toronto, ON vacancy
$55k per year
...The Opportunity Our client is a global technology-enabled research... ...leading consulting and investment firms with the specialized industry... ..., technology, and Client Services teams to support its next stage... ...is hiring a Client Services Associate to connect clients with...SuggestedFull timeInternshipWork at office$52.7k - $74.4k per year
...ACCOUNTABILITIES CUSTOMER Respond to FP/client inquiries promptly and accurately;... ...external requirements and the achievement of service level standards and productivity targets... ...Package Our Total Rewards package reflects the investments we make in our colleagues to help them...SuggestedFull timeSeasonal workWork from home$43.3k - $56.7k per year
...to provide highly personalized advice, solutions, and service to clients. TD Private Investment Advice offers clients the chance to create one-on-one... ...then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized...SuggestedFull timeWork from home$60k - $85k per year
...independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract... ...are looking a Private Client Service Associate for an existing vacancy in our our...SuggestedFull timeInternshipWork at officeRemote workFlexible hours- ...chaque jour. Nos équipes sont animées par la volonté d’aider nos clients à faire de leurs projets une réalité, et engagées à faire une... ...corporatifs et affiliés. Grâce à une offre unique de produits et de services et à des formats complémentaires allant des quincailleries de...SuggestedPermanent employment
$52.7k - $74.4k per year
...worth & ultra-high-net worth clients with holistic discovery and planning... ...This role is responsible for servicing the needs of High Net Worth (... ...Banking Client Service Associate will provide administrative... ...~ Completion of the Canadian Investment Regulatory Exam (CIRE) or Investment...Full timeWork from home$55k - $75k per year
...and primary research platform, connecting clients with industry experts who provide the... ...and business challenges? If so, our Client Services team is the right place for you. You... ...client projects. As a Client Services Associate, you’ll act as the link between our clients...Full timeSummer holidayWork at officeImmediate startRemote workShift work3 days per week- Job Responsibility: As an Investment Banking Analyst or Associate on National Bank's Technology, Media, Telecom... ...analyzing the financial needs of corporate clients, including building complex... ...private equity, advisory or transaction services work experience Superior...Full timeWork at officeImmediate startFlexible hours
- ...to doing whats right for our clients. At CIBC we embrace your... ...leveraging your knowledge of financial services products to support clients... ...needs. As a Client Engagement Associate youll be the first line of... ...off dedicated for you to use to invest in your growth and development...Full timePart timeBank staffFlexible hoursAfternoon shift
$135k - $155k per year
...for this role. Job Description: Investment Banking Opportunities at TD... ...corporate, institutional and government clients with capital markets and financial advisory services and integrated solutions. We're... ...team as Investment Banking Associates. We're looking to build teams across...Full timeWork from home- ...chaque jour. Nos équipes sont animées par la volonté d’aider nos clients à faire de leurs projets une réalité, et engagées à faire une... ...corporatifs et affiliés. Grâce à une offre unique de produits et de services et à des formats complémentaires allant des quincailleries de...
$22 per hour
...We are seeking a Service Officer to join a dynamic team at one of Canada's largest banking... ...efficient transfer of assets for high net worth clients between financial institutions across... ...products (such as cash, margin, and investment accounts) Review transfer authorization...Contract work- ...recruiting process here . As a Lead Client Partner at Pinterest, you will lead strategic... ...’s largest and most complex Financial Services clients across banking and insurance.... ...recommendations, test-and-learn agendas, and investment decisions. Partner closely with the...Work at officeLocal areaRelocationRelocation package2 days per week
- ...Are you an experienced and passionate customer services professional? Do you enjoy supporting users and providing an excellent service experience... ...skills. We are looking for people who thrive on working with clients, take ownership of diverse tasks, and pride themselves on...Permanent employmentFull timeWork at office
$112.01k - $149.34k per year
...meilleurs grâce au commerce. Poste : Gestionnaire, Équipe des services au client Type d’emploi : Affectation permanente Détails de la... ...physique pour veiller à votre santé et à votre bonheur. Investissement dans la collectivité : Participez à des activités de...Daily paidPermanent employmentFull timeSummer workWork at office$18 - $19.5 per hour
...Full-Time Client Services Coordinator Wanted Want to add rockstar to your job title? Searching for more meaning in your career? Look no further! We know why you want to work in education, and we offer the opportunity to reach every single family who comes through our door...Full timePart timeLocal areaRelocation packageShift workAfternoon shift- ...Organization Description The Corporate & Investment Bank is a global leader across investment... ...payments, markets and securities services. The world’s most important corporations,... ...innovative, secure service solutions to meet clients’ needs globally. Developing and using the...
$40k - $55k per year
...The Client Service Assistant plays a key role in supporting brokers, clients, and the insurance process from lead intake through policy issue and ongoing servicing. The role focuses on case coordination, documentation management, onboarding support, underwriting communication...Full timeInternshipRemote work- ...About MUFG Investor Services: MUFG Investor Services provides... ...servicing solutions to the global investment management industry.... ...trillion in assets – we provide clients access to a range of leading... ...Description The Senior Associate Director is a leader who is responsible...Permanent employmentFull timeInternshipWork at office
$94k - $130k per year
...MongoDB Technical Services Engineers combine technical expertise, structured problem solving, and exceptional customer service to help customers build and operate reliable MongoDB applications and deployments. The team supports the MongoDB ecosystem—including the database...Work at officeWorldwideFlexible hours3 days per week$65.17k - $86.9k per year
...analystes pour se joindre à nos équipes d'investissement! Rejoignez FinDev Canada, l’... ...un impact positif et durable – pour nos clients, les marchés que nous desservons et les... ...pertinente en finance, banque d'investissement, services bancaires aux entreprises, financement de...Permanent employmentContract workWork at officeWorldwideDay shift$110k - $150k per year
...Health & Benefits Client Service Team, Director Requisition identifier: 202605451 Location: Toronto, Ontario, Canada Employment type: Full time Description As a Client Service Team Director, you will lead and grow a book of business, ensuring overall client satisfaction...Full timeTemporary workWork at officeRemote workFlexible hours- ...aiming to generate productivity and optimize the global network for Services. This important role will contribute to the team operating on an... ..., and regulations while safeguarding the firm's reputation, its clients, and assets. Evaluate project and business performance,...Full time
$65.17k - $86.9k per year
...emerging markets? We are looking for Analysts to join our investments teams! Join FinDev Canada, Canada’s development finance institution... ...contributes to creating positive, lasting impact - for our clients, the markets we serve, and communities around the world. ~...Permanent employmentContract workInternshipWork at office3 days per week$59.5k - $84k per year
...details for this role. Job Description: TD Wealth Private Investment Advice is a premier full-service brokerage and wealth management business with an... ...comprehensive needs of mass affluent and high-net-worth clients with World-Class Advice and Legendary Client Experiences...Long term contractFull timeWork from home$83k - $132k per year
...to deliver a unique set of products and services that help people, businesses and governments... ...greatest potential. Title and Summary Associate Managing Consultant, Advisors &... ...proprietary platforms, and technologies to provide clients with powerful strategic insights and...Full timeWork at officeLocal areaWorldwide- ...inclusive and high-performing culture. As the Investment Reporting Analyst, you will be... ...consultant databases; Vetting and Generating Client Reporting; Monitoring of sales and... ...through a broad range of advice, products and services, including personal and commercial...Permanent employmentWork at office
$140k - $190k per year
...Description As a Client Service Team Senior Director, you will lead and grow a book of business consisting of WTW’s largest and most complex client relationships, with accountability for client satisfaction, retention, profitability and revenue growth. You will serve as a senior...Full timeTemporary workWork at officeRemote workFlexible hours$20 - $40 per hour
...market expertise and unparalleled customer service. Toppan Merrill is a leading partner for... ...has an exciting opportunity for a Client Service Project Manager - Financial Print... ...High school diploma or equivalent required; Associate degree in Business Administration, Office...Hourly payFull timeWork at officeShift workAfternoon shift$69k per year
...réussies pour les programmes et services de Futurpreneur, tout en... ...soient acheminées à l’équipe des associés en mentorat · Accompagner l... ...membres d’équipe et/ou des client.e.s non bilingues à travers le... ...de cotisation au REER. Nous investissons également dans l’apprentissage...Permanent employmentFull timeWork at officeLocal areaFlexible hoursDay shift2 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Client Service Associate. Be the first to apply!
Related searches
- investment advisor assistant Toronto, ON
- investment advisor associate Toronto, ON
- investment associate Toronto, ON
- client experience associate wealthsimple Toronto, ON
- client service associate Toronto, ON
- youth services officer Toronto, ON
- building service worker Toronto, ON
- laundry services worker Toronto, ON
- service advisor Toronto, ON
- food service attendant Toronto, ON