Associate
Role Overview
RBC Dominion Securities’ Kamloops branch is seeking a licensed associate for an established Private Investment Management team.
The role supports the advisory team and clients through the wealth-management process.
Key Skills for This Role
Full Job Posting
Role overview
RBC Dominion Securities’ Kamloops branch is seeking a licensed associate for an established Private Investment Management team.
The role supports the advisory team and clients through the wealth-management process.
What you will do
- Provide responsive client service and resolve issues with attention to detail.
- Coordinate client requests with departments, portfolio managers and investment advisors.
- Follow up on trades to ensure settlement and delivery.
- Review account activity and respond to inquiries, keeping accounts accurate, current and compliant.
- Gather client documents and information, enter data into applications such as myGPS, and track progress.
- Maintain an audit of wealth-management activities and coordinate with specialists, consultants and branch management.
- Update team websites, LinkedIn, Facebook, brochures and newsletters.
What you need
- Must be licensed and hold the Canadian Investment Regulatory Exam (CIRE).
- Exceptional client service skills and experience.
- Administrative experience, preferably from another firm.
Nice to have
- Knowledge of Dominion Securities systems and an undergraduate degree are assets.
- The ideal candidate has at least three years of investment-field experience as an assistant or associate.
Compensation
- Expected base salary range is $38,000–$50,000.
- The position may be eligible for a discretionary or variable incentive payment of up to 1.0 times base salary.
- Compensation is determined by factors including experience, skills, registration status, performance, market conditions and business needs.
Rewards and development
- Comprehensive total rewards program including bonuses and flexible benefits; commissions and stock may apply.
- Coaching and development opportunities, collaborative work and the ability to make a lasting impact.
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