Investment Wealth Management Associate

Manage trading operations and client service as an Associate at RBC Dominion Securities in Winnipeg, supporting wealth management activities full time.

The Winnipeg branch seeks a resourceful, efficient, and collaborative Associate. You will execute trades, manage model portfolio trade lists, and support portfolio rebalancing. The position also includes reporting, client communication, and coordination with internal specialists.

Key Responsibilities:

• Execute trades accurately and on time as directed
• Manage model portfolio trade lists and rebalancing
• Run portfolio and capital gains reports
• Follow up on trades through settlement and reporting
• Support clients professionally by phone

Requirements:

• Canadian Investment Regulatory Exam, CIRE
• Post-secondary college or university education
• Excellent verbal and written communication skills
• Microsoft Office Suite proficiency
• Relevant financial services experience and organizational skills

Bring trading operations, portfolio reporting, and client service expertise to RBC Dominion Securities wealth management in Winnipeg.