Associate
Role Overview
RBC Dominion Securities is seeking a licensed Associate for an established Private Investment Management team in its Kamloops branch.
The role supports client service and wealth-management operations in a dynamic team environment.
Key Skills for This Role
Full Job Posting
Role overview
RBC Dominion Securities is seeking a licensed Associate for an established Private Investment Management team in its Kamloops branch.
The role supports client service and wealth-management operations in a dynamic team environment.
Responsibilities
- Provide proactive client service, resolve issues and coordinate with departments and portfolio managers or investment advisors.
- Follow up on trades to ensure settlement and delivery; review daily account activity and respond to client inquiries.
- Contact clients to ensure accounts are accurate, current and compliant.
- Gather information and documents, enter data into applications such as myGPS, and track and follow up on wealth-management processes.
- Audit wealth-management activities and coordinate schedules and follow-up with specialists, consultants and branch management.
- Update team communication channels, websites, social media, brochures and newsletters.
Requirements
- The role requires licensing and the Canadian Investment Regulatory Exam (CIRE).
- Exceptional client-service skills and experience are required.
- Administrative experience is required; experience from another firm is preferred.
- 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
- The expected base salary range is $38,000–$50,000 per year; discretionary or variable incentive payments may also be available.
Work location
- The source metadata identifies the workplace type as onsite; the role is based at the Kamloops branch.
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