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, effective, and collaborative 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.

📌 Investment Wealth Management Associate (Canada)
🏢 RBC
📍 Canada