Financial Services Associate

4 weeks ago


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

Job Opportunity:

RBC Dominion Securities Inc. is a leading investment and wealth management firm seeking a skilled Associate to join its team.

What We Offer:

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services

Key Responsibilities:

  • Responsible for the professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partners
  • Support the Investment Advisors in general administrative duties in the management of client accounts
  • Support the Investment Advisors in the preparation of client reviews and presentations
  • Request information and documentation from clients in order to open accounts and keep client files up to date
  • Follow up on client trades to ensure proper settlement and delivery
  • Monitor all pending transfers to ensure completion on a timely basis

Requirements:

  • 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
  • Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
  • Exceptional verbal and written communication skills in English
  • Wealth Management Experience

What's Next:

Apply now to take the first step in your career with RBC Dominion Securities Inc.



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