Investment Client Associate

19 hours ago


South Surrey, British Columbia, Canada RBC Dominion Securities Full time

What is the opportunity?

The RBC Dominion Securities White Rock branch is currently seeking a licensed Associate to assist an established PIM (Private Investment Management) team. The successful candidate will possess a passion for service excellence, and thrive in a dynamic and fast-paced team environment.

Compensation

  • $45,000 to $100,000
  • RRSP Matching

What will you do?

  • Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where necessary
  • Follow-up on client trades to ensure proper settlement and delivery
  • Maintain current knowledge of client accounts by reviewing daily activity through internal reports and applications
  • Review portfolios regularly and re-balance them with guidance from Portfolio Manager/Investment Advisor
  • Utilize contact management system for daily task management
  • Respond to client account inquiries and remain accountable to follow up, as required
  • Proactively contact clients to ensure accounts are accurate, up-to-date and compliant
  • Provide world class client service to our valued clients

What do you need to succeed?

  • Successful Completion of CSC/CPH, or willingness to complete within 6 months of start date
  • Exceptional client service skills and experience
  • Administrative experience

Nice-to-have

  • Knowledge around Dominion Securities systems an asset
  • Undergraduate degree
  • The ideal candidate should have at least 2 years of experience in the investment field working as an assistant/associate

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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


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