At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
Sur place · Montréal-Ouest
Manage the end-to-end account-opening and onboarding process for new advisory teams, including preparing documents and obtaining client signatures. Coordinate and optimize account setup, handle requests and inquiries, prepare reports, and use a contact management system to improve team efficiency.
Sur place · Trois-Rivières
Administer client accounts, respond promptly to client requests, maintain accurate and compliant records, and support client onboarding. Coordinate advisor-client meetings, manage communications, and update the team’s digital and social media channels.
Sur place · Gatineau
Provide comprehensive financial planning services for high-net-worth individuals, families, and business owners. Collaborate with portfolio managers to implement strategies regarding retirement, taxes, estates, and wealth transfer.
Sur place · Montréal-Ouest
The role involves managing client accounts, ensuring regulatory compliance, and providing exceptional administrative support to the advisory team. The candidate will also coordinate client meetings and manage digital communications via social media and newsletters.
Sur place · Montréal-Ouest
Provide exceptional customer service to high-net-worth clients by handling inquiries and managing account operations. Support client relationship managers with administrative tasks and the preparation of client meetings and reports.
Sur place · Montréal-Ouest
Provide comprehensive financial planning services, including retirement and estate strategies, for high-net-worth individuals and families. Collaborate with portfolio managers to integrate financial planning into the core client experience and execute actionable strategies.