Associate
Role Overview
RBC Dominion Securities Kamloops is seeking a licensed Associate to support an established Private Investment Management team.
The role focuses on client service, account support, trade follow-up, and coordination across the wealth management process.
Key Skills for This Role
Full Job Posting
Opportunity
RBC Dominion Securities Kamloops is seeking a licensed Associate to support an established Private Investment Management team.
The role focuses on client service, account support, trade follow-up, and coordination across the wealth management process.
What you will do
- Provide proactive client service, resolve issues, and coordinate with internal departments and advisors.
- Follow up on client trades and review account activity through reports and applications.
- Respond to account inquiries, manage daily tasks, and contact clients to keep accounts accurate, current, and compliant.
- Gather information and documents, enter data into applications such as myGPS, track progress, and follow up.
- Coordinate with wealth management and insurance specialists, consultants, and branch management.
- Maintain activity audits and update team communication channels, including websites and social media.
What you need
- Must be licensed and have the Canadian Investment Regulatory Exam (CIRE).
- Exceptional client service skills and experience.
- Administrative experience is preferred, particularly from another firm.
- Dominion Securities system knowledge and an undergraduate degree are nice-to-haves.
- Three or more years of investment-field experience as an assistant or associate is described as ideal.
Compensation
- Expected base salary range is $38,000–$50,000 per year.
- 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 variable incentives; the stated base range is the explicit annual cadence.
Hours and employment
- Full-time position with 37.5 work hours per week.
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