Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in Kamloops, BC is looking for an Associate to join a highly successful Private Investment Management team.

Your role on the team will be to provide administrative support, including high quality proactive & reactive customer service, assisting in relationships with new and existing clients.

What will you do?

• This position calls on your client-focused service expertise to maximize each client interaction. Proactively engage in building rapport and maintaining client relationships.
• Assist the Advisor team with client onboarding, including preparing and executing documentation.
• Help manage incoming communications from clients, Advisors, and other internal and external partners.
• Coordinate and prepare for meetings.
• Maintain existing client accounts and identify opportunities to contact clients : manage timelines and key dates for accounts.
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
• Reviewing cash balances (debits & credits) for investment or debit coverage for discretionary and non-discretionary accounts
• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, brochures, newsletters.

What do you need to succeed?

Must-have

Nice-to-have

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

The expected salary range for the above position is $37,400 - $50,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary / variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that :

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address :

186 VICTORIA ST : KAMLOOPS

City : KAMLOOPS

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2024-11-20

Application Deadline :

2024-12-21

Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .