Full-time
Wealth Management Associate: Client Services & Onboarding
Posted by RBC • Calgary, AB, Canada
About the Role
A leading investment and wealth management firm in Calgary is seeking an Associate to provide exceptional service and support to clients and the Advisor team. This role involves coordinating client meetings, managing communications, and ensuring compliance with regulatory requirements. Ideal candidates have strong time management and organizational skills, proficiency in Microsoft Office, and the Canadian Investment Regulatory Exam accreditation. The firm offers a comprehensive rewards program, development support, and a collaborative team environment.
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