Join RBC Dominion Securities as an Associate in Red Deer, Canada, and deliver exceptional client service while managing accounts and supporting investment portfolios. This role involves hands-on administration and wealth management planning.
As a key member of the RBC team, you will leverage your problem-solving skills to enhance client relationships and maintain accurate accounts. Your responsibilities will include managing client trades, responding to inquiries, and executing account transactions while ensuring compliance with industry regulations. By collaborating with Advisors, you’ll contribute to effective wealth management strategies.
Key Responsibilities:
• Maintain and manage existing client accounts
• Follow up on trades for proper settlement




• Respond to client inquiries regarding accounts
• Conduct ad hoc analysis as directed by Advisors
• Liaise with departments to provide client solutions
Requirements:
• Proficiency in Microsoft Office Suite, especially Excel
• Robust time management and organizational skills
• Excellent verbal and written communication
• Experience in customer service with professionalism
• Knowledge of regulatory requirements is a plus
Bring your client-focused service and organizational skills to RBC Dominion Securities and impact our clients' financial success.
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📌 Associate Role in Wealth Management (Red Deer)
🏢 RBC Dominion Securities
📍 Red Deer