Join the Calgary Dome Tower 701 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 Calgary Dome Tower 701 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
