Wealth Management Associate: Client Service & Admin

RBC; Red Deer; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading investment firm in Red Deer is looking for a resourceful Associate to manage client accounts and provide exceptional service. Responsibilities include maintaining client accounts, executing trades, and addressing inquiries efficiently. Ideal candidates should possess strong communication skills, be familiar with business applications including Microsoft Excel, and aim for the Canadian Securities Course. This full-time position offers competitive compensation and the chance to thrive in a supportive, collaborative environment.

Benefits

Comprehensive Total Rewards Program

Supportive leaders for development

Opportunity for lasting impact

Qualifications

• Strong time management and organization skills are essential.
• Demonstrated skills in providing world-class client service.
• Exceptional verbal and written communication skills.

Responsibilities

• Maintain existing client accounts and execute trades.
• Respond to client inquiries efficiently.
• Provide analysis on products and accounts as directed.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Education

Canadian Securities Course (CSC) or work towards it

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office Suite

Microsoft Excel

Job description

A leading investment firm in Red Deer is looking for a resourceful Associate to manage client accounts and provide exceptional service. Responsibilities include maintaining client accounts, executing trades, and addressing inquiries efficiently. Ideal candidates should possess strong communication skills, be familiar with business applications including Microsoft Excel, and aim for the Canadian Securities Course. This full-time position offers competitive compensation and the chance to thrive in a supportive, collaborative environment.