Associate
Role Overview
RBC Dominion Securities’ Kamloops branch seeks a licensed Associate to support an established Private Investment Management team.
The role suits a service-focused candidate who can work in a dynamic, fast-paced team environment.
Key Skills for This Role
Full Job Posting
Role overview
RBC Dominion Securities’ Kamloops branch seeks a licensed Associate to support an established Private Investment Management team.
The role suits a service-focused candidate who can work in a dynamic, fast-paced team environment.
Client service and account support
- Provide proactive client service, resolve issues, and coordinate with departments, Portfolio Managers, and Investment Advisors.
- Follow up on trades to confirm settlement and delivery; review daily activity to stay current on client accounts.
- Manage daily tasks, respond to account inquiries, and proactively keep client accounts accurate, up to date, and compliant.
Wealth-management coordination
- Gather information, documents, and questionnaires to support clients and the advisory team through the wealth-management process.
- Enter information into applications such as myGPS, track progress, and follow up.
- Audit wealth-management activities and priorities, and coordinate specialists, consultants, and branch management on initiatives.
Team communications
- Update team communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters.
Required qualifications
- Must be licensed and have exceptional client-service skills and experience.
- Requires the Canadian Investment Regulatory Exam (CIRE).
- Requires administrative experience; experience at another firm is preferred.
Additional assets
- Knowledge of Dominion Securities systems and an undergraduate degree are assets.
- At least 3 years of investment-field experience as an assistant or associate is described as ideal.
Compensation
- The expected base salary range is $38,000–$50,000; the posting does not specify a pay cadence.
- The role may be eligible for a discretionary or variable incentive payment of up to 1.0 times base salary.
Benefits
- The posting describes a total rewards program, bonuses, flexible benefits, coaching and development opportunities, and a collaborative team.
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