Licensed Wealth Management Associate

RBC Dominion Securities Inc.; Kamloops; On-site; CAD 38,000 - 50,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Stock options

Competitive pay

Job summary

RBC Dominion Securities Kamloops is seeking a licensed Associate to support an established Private Investment Management team. You will deliver world-class client service, coordinate with Portfolio Managers, and help manage wealth advisory activities to ensure accurate, up-to-date accounts.

The role emphasizes problem resolution, data entry into applications like myGPS, and proactive client outreach. A strong service mindset, regulatory exams, and prior administrative experience are required.

Qualifications

• Exceptional client service skills and experience.
• Canadian Investment Regulatory Exam, CIRE.
• Administrative experience preferably from another firm.

Responsibilities

• Provide world class client service to our valued clients.
• 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.
• 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.
• Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires. Enter data into specific applications (e.g., myGPS). Track progress and follow-up.
• Maintain 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: schedule, track progress, follow up.
• Liaise with branch management team for updates on and progress with wealth management initiatives
• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Education

Undergraduate degree

Job description

RBC Dominion Securities Kamloops is seeking a licensed Associate to support an established Private Investment Management team. You will deliver world-class client service, coordinate with Portfolio Managers, and help manage wealth advisory activities to ensure accurate, up-to-date accounts.

The role emphasizes problem resolution, data entry into applications like myGPS, and proactive client outreach. A strong service mindset, regulatory exams, and prior administrative experience are required.