Financial Services Associate
2 weeks ago
Job Opportunity:
RBC Dominion Securities Inc. is seeking a skilled Financial Services Associate to join our team in Penticton. As a key member of our advisory team, you will provide exceptional service to our clients, support the management of client accounts, and contribute to 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 pending transfers to ensure timely completion.
Requirements:
- Certified Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
- Strong Microsoft Office Suite skills.
- Meticulous attention to detail and excellent time management skills.
- Exceptional verbal and written communication skills in English.
- Previous experience in the wealth management industry.
What We Offer:
- A comprehensive Total Rewards Program, including bonuses and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- The ability to make a lasting impact in a dynamic and collaborative team.
- A world-class training program in financial services.
Compensation:
The expected base salary range for this position is $37,500 - $45,000, depending on experience, skills, and registration status. You also have the potential to earn more through RBC's discretionary bonus program.
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