Wealth Management Associate: Client Services & Ops

RBC Dominion Securities; Red Deer; On-site; CAD 45,000 - 75,000; Full time

Job summary

A leading investment firm in Red Deer seeks an Associate for the Wealth Management team. The role involves maintaining client accounts, responding to inquiries, and performing administrative tasks. Candidates should possess strong organizational skills and work towards certifications like the Canadian Securities Course. Join a collaborative team focused on achieving financial success for clients while benefiting from a strong support structure and development opportunities.

Benefits

Comprehensive Total Rewards Program

Bonuses and flexible benefits

Leader support for development

Impactful work opportunities

Qualifications

• Work towards the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
• Strong skills with Microsoft Office Suite.
• High-quality time management and organization skills.
• Demonstrated skills in providing world-class client service.
• Exceptional verbal and written communication skills.

Responsibilities

• Maintain existing client accounts and management of models.
• Follow up on client trades for proper settlement.
• Respond to client inquiries efficiently.
• Conduct ad hoc analysis on products and accounts.
• Cross-train on office administration functions.
• Provide proactive client service and problem resolution.
• Ensure documentation compliance and accuracy.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office Suite

Microsoft Excel

Job description

A leading investment firm in Red Deer seeks an Associate for the Wealth Management team. The role involves maintaining client accounts, responding to inquiries, and performing administrative tasks. Candidates should possess strong organizational skills and work towards certifications like the Canadian Securities Course. Join a collaborative team focused on achieving financial success for clients while benefiting from a strong support structure and development opportunities.