1 account planner job offers in Windsor, ON
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Associate Wealth Advisor
new RBC Dominion Securities Windsor, ON
...Responsibilities 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...
1 day ago in JobleadsReport
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