Assistants and Associates

The Courtenay branch of RBC Dominion Securities is looking for Assistants and Associates to support our leading Advisory teams.

Working in a team environment and leading client service initiatives, successful candidates will be a valuable resource to our Advisors and clients.

What will you do?

  • Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
  • Support the Investment Advisor in general administrative duties in the management of client accounts
  • Support the Investment Advisor in the preparation of client reviews and presentations
  • Request information and documentation from clients in order to open accounts and keep client files up to date
  • Execute client trades given by the advisor or directly from the client over the phone
  • Monitor all pending transfers to ensure completion on a timely basis

Required Skills:

  • Strong client support and communication skills
  • Well developed time management and organizational skills
  • Superior written and spoken communication
  • Completion of or enrollment in the CSC and CPH
  • Preview financial industry experience

Please contact Branch Management for applications or inquiries.

Send your resume in strictest confidence to:

Blake Simpson
Branch Manager
Phone: 250-244-1237

We value diversity in the workplace, are committed to Employment Equity and will provide reasonable workplace accommodation to applicants with disabilities.