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indeed

Associate

RBC
Kamloops, CAN
Full-time
Mid-Senior
Onsite
$38,000–$50,000 per year
Discovered 1 weeks ago
Client serviceProblem resolutionAttention to detailCanadian Investment Regulatory Exam (CIRE)Administrative experienceClient account administration

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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