Financial Services Associate

4 weeks ago


Penticton, British Columbia, Canada RBC Dominion Securities Inc. Full time

Job Opportunity:

RBC Dominion Securities Inc. is seeking a highly skilled and motivated individual to join our team as a Financial Services Associate. As a key member of our advisory team, you will play a vital role in providing exceptional client service and supporting the growth of our business.

Key Responsibilities:

  • Provide professional servicing of client contacts, including telephone and email interactions
  • Support Investment Advisors in general administrative duties related to client accounts
  • Assist in the preparation of client reviews and presentations
  • Request information and documentation from clients to maintain accurate client files
  • Monitor client trades to ensure timely settlement and delivery

Requirements:

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification
  • Strong Microsoft Office Suite skills
  • Meticulous attention to detail and excellent time management skills
  • Demonstrated skills in providing world-class client service
  • Exceptional verbal and written communication skills in English
  • Experience in the securities industry

What We Offer:

  • A comprehensive Total Rewards Program, including bonuses and flexible benefits
  • Competitive compensation and commissions
  • Leadership development opportunities
  • A dynamic and collaborative work environment
  • A world-class training program in financial services

Join Our Team:

RBC Dominion Securities Inc. is committed to building an inclusive and diverse workplace that values the unique perspectives and experiences of our employees. We strive to create a work environment that is supportive, collaborative, and inclusive of all employees.



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