Associate & assistant careers

Join the Kelowna 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 Kelowna 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