About this role
Job Description The RBC Dominion Securities Branch located in Oakville, ON is looking for an Associate to join the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional manner.
What you will do:
• Input and follow-up on client orders as directed by IA’s • Meet and greet prospects and clients • Investigate and follow-up on all client inquiries • Utilize contact management system for all necessary follow up • Investigate and resolve inquiries and complaints related to accounts and refer to the Inve