Finance & Banking Associate, Financial Consultant

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities Winnipeg branch is looking for a resourceful, efficient and collaborative individual to join our team as an Associate.

• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
• Effectively respond to client account inquiries and take ownership of follow-ups.
• Manage competing priorities with ease, demonstrating a keen sense of organization and time management.
• Excel in operational excellence to drive efficiency, streamline processes, and ensure exceptional execution.
• Complete administrative and operational tasks to support the Advisor: process incoming and outgoing funds, coordinate client meetings and prepare material for the Advisor, process account opening and maintenance documentation, etc.
• Identify order issues and determine appropriate course of action for effective resolution.
• Help build and execute business plans, client segmentation exercises, and client service plans.
• Identify opportunities for asset consolidation and referrals across the existing client base.
• Support your advisory team with new client acquisition.

• Excellent communication skills, both verbal and written.
• Proficiency with Microsoft Office Suite.
• Relevant experience in the financial services industry.
• Meticulous attention to detail and strong organizational skills.

• Canadian Investment Regulatory Exam, CIRE.
• Post Secondary Education (College or University).
• Dominion Securities (DS) or Retail Brokerage work experience.
• Enthusiastic, committed, and entrepreneurial spirit.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
• A world-class training program in financial services.

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Address: 740 ROSSER AVE, Brandon

City: Brandon

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried