Wealth Management Client Associate

Royal LePage Real Estate; Moose Jaw; On-site; CAD 62,000 - 76,000; Full time

Job summary

RBC Dominion Securities in Moose Jaw, SK, is seeking an Associate to join our Wealth Management team. You will support Investment Advisors by maintaining client accounts, processing trades, and ensuring documentation stays up to date and compliant.

The role emphasizes service excellence, proactive problem solving, and collaboration across departments to deepen client relationships and deliver tailored financial planning support.

Qualifications

• Canadian Investment Regulatory Exam, CIRE.
• Strong skills with Microsoft Office Suite, including Excel.
• Excellent time management and organizational abilities.
• Demonstrated world-class client service and communication.

Responsibilities

• Maintain existing client accounts from an account maintenance perspective (models, trades, rebalance).
• Follow up on client trades to ensure proper settlement and delivery.
• Respond to client inquiries promptly (transactions, documentation, reporting).
• Ad hoc analysis on products and accounts as directed by Advisors.
• Cross train on office administration functions and internal communications.
• Provide proactive client service and coordinate with various departments.
• Ensure client files and documentation are accurate, up-to-date and compliant.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Interpersonal Relationships

Investment Risk Management

Group Problem Solving

Job description

RBC Dominion Securities in Moose Jaw, SK, is seeking an Associate to join our Wealth Management team. You will support Investment Advisors by maintaining client accounts, processing trades, and ensuring documentation stays up to date and compliant.

The role emphasizes service excellence, proactive problem solving, and collaboration across departments to deepen client relationships and deliver tailored financial planning support.