Senior Associate

What is the opportunity?

RBC Dominion Securities located in Kelowna, BC, is currently seeking a licensed Senior Associate for a Chairman Council Team. The successful candidate will possess 3-5 years of industry experience, a passion for service excellence, and thrive in a fast-paced team environment.

This individual will be responsible for the day-to-day administrative needs for clients and have the unique opportunity for mentorship, and skill development as they work in a supporting role on the team.

This is an exciting, challenging role in one of the firms most successful team. The ability to learn and grow in this role is vast.

What will you do?

• Completion and monitoring of client documentation and day-to-day cashflow/transfer needs
• Follow-up on client trades to ensure proper settlement and delivery
• Maintain client accounts by reviewing daily activity online and on applicable reports
• Utilize contact management system for daily task management
• Provide world class client service to our valued clients
• Investigate and resolve inquiries related to accounts and refer to the Investment Advisor where appropriate
• Support clients and the team in updating MyGps financial projections
• Coaching clients' children on financial literacy and positive wealth building habits

What do you need to succeed?

Must-have

• The ideal candidate should have at least 3-5 years of experience in the investment field working as an assistant/associate
• Successful Completion of CSC/CPH
• Administrative experience
• Excellent time management skills and the ability to prioritize work
• Strong organizational skills with the ability to multi-task/attention to detail/problem solving skills
• Excellent verbal and written communication skills in English
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Experience using Microsoft Office

Nice-to-have

• Knowledge of RBC Dominion Securities' systems
• Good understanding of fixed income and equity markets
• Proficiency in Excel
• Post-secondary degree
• Financial Planning Designation (i.e. PFP or CFP)

What's in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• 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
• An opportunity to make a difference and have a lasting impact on the lives of others
• Work in a dynamic, collaborative, progressive, and high-performing team
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services
• Opportunity to advance within your role and with the team

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate's experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $37,500 - $45,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging, and retaining talent that:

• Drives RBC's high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.