# Associate

**Company**: RBC Dominion Securities
**Location**: Kamloops, British Columbia
**Experience**: mid
**Job type**: full-time
**Salary**: $38,000 - $50,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/KAMLOOPS-British-Columbia-Canada/Associate_R-0000191347?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_f16467ed-270

## Description

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities Kamloops branch is currently seeking a licensed Associate to assist an established Private Investment Management (PIM) team.

**Responsibilities**

- Provide world-class client service to valued clients

- Offer a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Managers/Investment Advisors 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

- Utilize a 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

- Support the advisory team and clients through the wealth management process, helping to gather relevant information, documents, and questionnaires, and entering data into specific applications (e.g., myGPS)

- Maintain an audit of wealth management activities and priorities to inform new opportunities with clients

- Coordinate activities with wealth management and insurance specialists and in-branch consultants, scheduling, tracking progress, and following up

- Liaise with the branch management team for updates on and progress with wealth management initiatives

- Draw on social media skills to update the team's communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters

**Requirements**

- Exceptional client service skills and experience

- Canadian Investment Regulatory Exam (CIRE)

- Administrative experience, preferably from another firm

**Nice-to-Have**

- Knowledge of Dominion Securities systems

- Undergraduate degree

- At least 3 years of experience in the investment field working as an assistant/associate

**What's in it for You?**

- 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

## Skills

### Required
- Account Management
- Customer Success
- Decision Making
- Financial Regulation
- Group Problem Solving
- Interpersonal Relationships
- Investment Risk Management

### Nice to have
- Knowledge around Dominion Securities systems
- Undergraduate degree

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/KAMLOOPS-British-Columbia-Canada/Associate_R-0000191347?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)