Ronak Shah
Wealth Associate @RBC Dominion Securities
Signup · Get unlimited contacts
WORK HISTORY
Wealth Associate @RBC Dominion Securities
Toronto, ON, CA
Manage existing client accounts, Track timelines and key dates to ensure clients feel supported-Respond to client inquiries promptly and professionally (e.g, transactions, documentation, reporting)-Collaborate with internal teams to resolve issues and provide seamless service, Assist with onboarding new clients and welcoming them to the team-Coordinate and prepare meetings for Investment Advisors with clients/prospects-Maintain and update team communication channels (e.g, website, LinkedIn, newsletters)-Follow up on client trades to ensure proper settlement and delivery-Support the Wealth Management process and maintain an audit of activities and priorities
EDUCATION
Lambton College
Financial Planning & Wealth Management
Narsee Monjee College of Commerce and Economics
Junior College - Commerce
University of Mumbai
Bachelor Of Management Studies
ABOUT RONAK SHAH
Client-focused financial services professional supporting Investment Advisors with client meetings, onboarding, and portfolio management. Skilled in coordinating materials, resolving issues, and ensuring regulatory compliance. Experienced in managing communications and updating marketing channels. Adept at handling account documentation, trading, and reporting needs. Committed to delivering proactive, detail-oriented support across advisory teams.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.