Join a thriving wealth management team as an Associate, specializing in trading and client operations. Experience a collaborative culture while managing trading activities and delivering exceptional client service.
As an Associate, you will play a key role in daily trading operations, ensuring timely execution as directed by Advisors. You'll generate model trade lists, assist in portfolio management, and produce insightful reports. Ideal candidates will possess excellent detail orientation and communication skills, crucial for maintaining strong client relationships.
Key Responsibilities:
• Execute and oversee daily trading operations
• Support quarterly and annual portfolio rebalancing
• Generate reports for tax planning and review
• Ensure accurate settlement and follow up on trades
• Collaborate with clients and internal stakeholders
Requirements:
• Canadian Investment Regulatory Exam (CIRE) needed
• College or university degree in relevant field
• Proficient in Microsoft Office applications
• Solid written and verbal communication skills
• Relevant experience in financial services preferred
Amplify your impact in this dynamic role, facilitating solutions and enhancing client interactions while deepening your industry expertise.
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Apply on Kit Job: kitjob.ca/job/2frxkj
📌 Dynamic Associate Role in Investment and Wealth Management (Winnipeg)
🏢 RBC Dominion Securities
📍 Winnipeg
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