Manage trading operations and client service as an Associate at RBC Dominion Securities in Winnipeg, supporting wealth management activities full time.
The Winnipeg branch seeks a resourceful, efficient, and collaborative Associate. You will execute trades, manage model portfolio trade lists, and support portfolio rebalancing. The position also includes reporting, client communication, and coordination with internal specialists.
Key Responsibilities:
- Execute trades accurately and on time as directed
- Manage model portfolio trade lists and rebalancing
- Run portfolio and capital gains reports
- Follow up on trades through settlement and reporting
- Support clients professionally by phone
Requirements:
- Canadian Investment Regulatory Exam, CIRE
- Post-secondary college or university education
- Excellent verbal and written communication skills
- Microsoft Office Suite proficiency
- Relevant financial services experience and organizational skills
Bring trading operations, portfolio reporting, and client service expertise to RBC Dominion Securities wealth management in Winnipeg.
Investment Wealth Management Associate in Winnipeg employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
