Associate
Role Overview
RBC Dominion Securities is seeking a licensed Associate to assist an established Private Investment Management team in Kamloops.
The role emphasizes client service and support for the advisory team and clients throughout the wealth management process.
Key Skills for This Role
Full Job Posting
Role overview
RBC Dominion Securities is seeking a licensed Associate to assist an established Private Investment Management team in Kamloops.
The role emphasizes client service and support for the advisory team and clients throughout the wealth management process.
What you will do
- Provide proactive client service, resolve problems, and coordinate with departments and Portfolio Managers or Investment Advisors.
- Follow up on trades to ensure proper settlement and delivery; review account activity through internal reports and applications.
- Respond to account inquiries, manage daily tasks, and ensure client accounts are accurate, current, and compliant.
- Gather information, documents, and questionnaires; enter data into applications such as myGPS and track progress.
- Maintain an audit of wealth management activities and priorities.
- Coordinate scheduling and follow-up with wealth management and insurance specialists and in-branch consultants.
- Liaise with branch management on wealth management initiatives.
- Update team websites, LinkedIn, Facebook, brochures, newsletters, and other communication channels.
What you need to succeed
- The role requires a license and the Canadian Investment Regulatory Exam (CIRE).
- Exceptional client service skills and experience are required.
- Administrative experience is requested; experience from another firm is preferred.
- Knowledge of Dominion Securities systems is an asset.
- An undergraduate degree is a nice-to-have.
- At least 3 years of investment field experience as an assistant or associate is ideal.
Compensation
- Expected base salary range is $38,000–$50,000.
- The position may be eligible for a discretionary or variable incentive payment up to 1.0 times base salary.
- Compensation includes salary and may include discretionary or variable incentives; the posting does not state a salary payment cadence.
Employment details
The position is full-time and regular, with 37.5 work hours per week.
The position is in the Wealth Management platform.
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