Join the Swift Current branch team
To offer our clients the best support, our investment advisors need the best talent supporting them. If you are a hardworking professional interested in a career at Canada’s leading wealth management firm, an assistant or associate role at the Swift Current branch of RBC Dominion Securities may be right for you.
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
- Previous financial industry experience