Licensed Associate prospects in Kamloops center on client service, trade follow-up, and accurate wealth management administration. Work full time within RBC Dominion Securities.

RBC Dominion Securities seeks a licensed Associate for an established Private Investment Management team. You will support clients and coordinate with Portfolio Managers, Investment Advisors, departments, and specialists. The work includes account reviews, problem resolution, wealth management tracking, and communication channels.

Key Responsibilities:
Provide world class service and resolve client account inquiries
Follow up on trades for proper settlement and delivery
Review daily activity through internal reports and applications
Gather documents, enter data,



track progress, and follow up
Update websites, LinkedIn, Facebook, brochures, and newsletters

Requirements:
Exceptional client service skills and experience
Canadian Investment Regulatory Exam, CIRE
Administrative experience, preferably from another firm
Dominion Securities systems knowledge is an asset
Undergraduate degree is an asset

Support RBC Dominion Securities clients through licensed service, trade settlement, account accuracy, and wealth management coordination.

📌 Licensed Wealth Management Associate Kamloops
🏢 Royal Bank of Canada
📍 Kamloops