Wealth Management Associate

• Assist, support, and work under supervision of a senior wealth colleague
• Collates and verifies the accuracy of the information and work provided
• Support wealth colleagues with all aspects of client support and assist in preparation of reviews and client documentation
• Developing knowledge on breadth of investment, lending, cash, and trust solutions and begins to build knowledge through exposure to client support
• Information giver: providing client with information and not advice
• Supports business development through correct application of client processes and procedures
• Aware of the office business plans and develops understanding to supports the team in achieving overall objectives
• Work collaboratively with One RBC partners and functional colleagues across platforms, and partner with other business units to ensure clients are receiving exceptional services

• Experience in a similar capacity or administrative role
• Ability to complete all work according to procedures and standards
• Good attention to detail and diverse knowledge of business sectors, current business developments, market trends, and financial products and services are required to effectively communicate with and gain the confidence of clients
• Clear and concise communication skills – oral and written
• Promotes a culture which embraces change and encourages trust and openness between all colleagues and clients
• Able to prioritise workload and identify when support is needed to achieve goals

Relevant qualification(s): Working towards CII Level 4 Diploma in Regulated Financial Planning or equivalent

• Leaders who support your development through coaching and managing opportunities
• Opportunities to work with the best in the field
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team