City : Edmonton

Category : Customer Service | Client Advice | Sales

Industry : Financial/Banking

Employer : RBC

What is the opportunity?
Benedetto Wealth Management is a highly established and successful wealth management practice in Edmonton, Alberta. We are dedicated to serving an amazing group of high-net-worth families, business owners, professionals, and retirees. 

Our practice is founded on discretionary portfolio management, financial planning, proactive communication, and a high level of client service. We are seeking a highly experienced, service-oriented, and disciplined individual to join our team. The ideal candidate will be an exceptional team player with a proven commitment to excellence in client service and compliance. If you are professional, organized, and thrive in an environment where going above and beyond is the baseline, we encourage you to apply. 

What will you do? 

• Serve and support clients by delivering exceptional level of service 
• Be a resource for clients and anticipate their needs 
• Support and champion client education initiatives 
• Liaise with clients, team members & business partners to find solutions and see things through to completion 
• Manage our new client onboarding process 
• Coordinate client appreciation initiatives 
• Coordinate wealth planning services & liaise with internal specialists 
• Assist with financial planning and support the follow through of planning solutions 
• Strong attention to detail 
• Naturally service oriented 
• Excellent communicator (verbal & written) 
• Independently resourceful (Problem solver) 
• Comfortable taking initiative, finding solutions, and seeing things through to completion 
• Highly organized with strong time management skills 
• Self-assured yet coachable 

What do you need to succeed?
Must-have 

• Completion of a post-secondary education (University or College) 
• CSC, CPH and WME 
• One or more advanced industry designations is preferred such as CFP or CIM 
• Minimum of 5 years of Investment &/ Financial industry experience is preferred 
• Knowledge of the firm’s operations, policies and procedures is an asset 

Nice to have 

• Knowledge of RBC Dominion Securities’ systems and procedures 
• Experience in the securities industry is an asset 

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that will ultimately help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• An opportunity to make a difference and have a lasting impact on the lives of others
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Communication, Data Entry, Detail-Oriented, Email Services, Office Administration, Presentation Software, Spreadsheet Software, Teamwork, Time Management, Word Processing Software

Additional Job Details

1074 103A ST SW:EDMONTONEdmontonCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-12-112026-01-03

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.