25 Sep
|
RBC Dominion Securities
|
Battleford
25 Sep
RBC Dominion Securities
Battleford
RBC Dominion Securities is hiring an Investment Associate in North Battleford to enhance client experience in wealth management. Your role focuses on delivering exceptional service to support our Advisor team.
In this dynamic full-time position, you will maintain client accounts, ensure documentation compliance, and proactively address client inquiries. You will also leverage your planning skills to prepare for meetings and assist Advisors in onboarding current clients. Effective communication and problem resolution will be key aspects of your daily duties.
Key Responsibilities:
• Maintain and enhance existing client account relationships • Respond promptly to client inquiries regarding account matters • Prepare and coordinate meetings for client engagement • Work with various departments for comprehensive service delivery • Support Wealth Management processes with accurate record-keeping
Requirements: • Successful completion of Canadian Investment Regulatory Exam (CIRE) • Proficient in Microsoft Office and business technology • High-level organization and management capabilities • Strong communication skills with a client-focused approach • Prior experience in the securities field is preferred
Utilize your client understanding and service expertise at RBC Dominion Securities to empower our clients' financial journeys.
📌 Investment Associate in North Battleford
🏢 RBC Dominion Securities
📍 Battleford