Licensed Associate opportunities in Kamloops center on client service, trade follow-up, and accurate wealth management administration. Work full time within RBC Dominion Securities.
RBC Dominion Securities seeks a licensed Associate for an established Private Investment Management team. You will support clients and coordinate with Portfolio Managers, Investment Advisors, departments, and specialists. The work includes account reviews, problem resolution, wealth management tracking, and communication channels.
Key Responsibilities:
- Provide world class service and resolve client account inquiries
- Follow up on trades for proper settlement and delivery
- Review daily activity through internal reports and applications
- Gather documents, enter data, track progress, and follow up
- Update websites, LinkedIn, Facebook, brochures, and newsletters
Requirements:
- Exceptional client service skills and experience
- Canadian Investment Regulatory Exam, CIRE
- Administrative experience, preferably from another firm
- Dominion Securities systems knowledge is an asset
- Undergraduate degree is an asset
Support RBC Dominion Securities clients through licensed service, trade settlement, account accuracy, and wealth management coordination.
Licensed Wealth Management Associate in Kamloops employer: Royal Bank of Canada
Join a dynamic team in Vancouver where your expertise in commercial real estate financing will directly impact clients and colleagues. We offer a supportive work culture that prioritizes employee well-being, with flexible benefits, ongoing training, and opportunities for professional growth. Our commitment to inclusion and community involvement makes us an exceptional employer for those seeking meaningful and rewarding careers.
