Finance & Banking Associate, Financial Consultant

Job Description

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.

• Manage daily trading operations, including the accurate and timely execution of trades as directed by the Advisor.
• Generate and manage model portfolio trade lists and assist with the quarterly/annual portfolio rebalancing process.
• Run various portfolio management reports, including capital gains/loss reports for tax planning and review purposes.
• Execute and follow up on all client trades to ensure proper settlement, delivery, and reporting.
• Support and serve clients, providing a professional and highly personable experience on the phone.
• Coordinate wealth planning services & liaise with internal specialists
• Liaise with clients, team members, and business partners to find solutions and see requests through to completion.

• Canadian Investment Regulatory Exam, CIRE
• Post Secondary Education (College or University)
• 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

• Dominion Securities (DS) or Retail Brokerage work experience
• Enthusiastic, committed, and entrepreneurial spirit

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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: 201 PORTAGE AVE:
  
  WINNIPEG
• City: Winnipeg
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date:
• Final date to receive applications:

Note:

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.