Associate

Job Description

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. The branch located in Kamloops is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. You will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant, and working with an Investment Advisor in managing client portfolios and wealth‑management planning opportunities.

Responsibilities

• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel suppo...