1 account planner job offers in Windsor, ON
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Associate Wealth Advisor
RBC Windsor, ON
...The RBC Dominion Securities branch located in Windsor is seeking an Associate Wealth Advisor to join a dynamic Advisory Team. You will help implement the team’s wealth management strategy for clients. What will you do? Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required. Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary. Respond to client account...
2 days ago in JobleadsReport
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