Associate
Role Overview
Supports an established Private Investment Management team at the RBC Dominion Securities Kamloops branch.
The firm describes its work as relationship-focused investment and wealth management.
Key Skills for This Role
Full Job Posting
Role overview
Supports an established Private Investment Management team at the RBC Dominion Securities Kamloops branch.
The firm describes its work as relationship-focused investment and wealth management.
Responsibilities
- Provide responsive client service, resolve issues, coordinate with internal teams, and follow up on client inquiries.
- Follow up on trades to ensure settlement and delivery; review daily account activity and keep client information accurate and compliant.
- Manage daily tasks in the contact management system and support wealth-management processes by collecting documents, entering data, tracking progress, and following up.
- Audit wealth-management activities and coordinate schedules and progress with specialists, consultants, and branch management.
- Update team communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters.
Required qualifications
- The candidate must be licensed and have completed the Canadian Investment Regulatory Exam (CIRE).
- Exceptional client service skills and experience are required.
Preferred qualifications
- Administrative experience, preferably at another firm, is preferred.
- Knowledge of Dominion Securities systems and an undergraduate degree are nice-to-haves.
- 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 discretionary or variable incentive payments up to 1.0 times base salary.
- Compensation is determined by factors including experience, skills, registration status, performance, goals, market conditions, and business needs.
Work schedule
- The listed work week is 37.5 hours.
Workplace
- The role is based at the RBC Dominion Securities Kamloops branch.
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