Manage trading operations and client service as an Associate at RBC Dominion Securities in Winnipeg, supporting wealth management activities full time.
The Winnipeg branch seeks a resourceful, efficient, and team-oriented Associate. You will execute trades, manage model portfolio trade lists, and support portfolio rebalancing. The position also includes reporting, client communication, and coordination with internal specialists.
Key Responsibilities: Execute trades accurately and on time as directed
Manage model portfolio trade lists and rebalancing
Run portfolio and capital gains reports
Follow up on trades through settlement and reporting
Support clients professionally by phone
Requirements: Canadian Investment Regulatory Exam, CIRE
Post-secondary college or university education
Excellent verbal and written communication skills
Microsoft Office Suite proficiency
Relevant financial services experience and organizational skills
Bring trading operations, portfolio reporting, and client service expertise to RBC Dominion Securities wealth management in Winnipeg.