Client Experience & Wealth Associate
Vancouver, BCRBC Dominion Securities Inc.
2+ ansCandidates need at least 2 years of securities industry experience, strong Microsoft Office skills, and excellent English written and verbal communication. Professional, warm client service is essential.
Microsoft Office, LinkedIn, Facebook
Financial Planning Software Solutions Consultant
Toronto, ONRBC Dominion Securities Inc.
3+ ansCandidates need a finance-related undergraduate education, a Canadian financial planning designation such as CFP or CFA-equivalent credentials (CFP, IQPF, QAFP, F.PI., CLU, RRC or PFP), and 3 to 5 years in wealth management. They also need knowledge of financial planning software (Conquest preferred) and Canadian tax and pension legislation.
Conquest Planning, myGPS, Wealth Planning Calculators
Associate Wealth Advisor / Financial Planner
Vancouver, BCRBC Dominion Securities Inc.
4+ ansCandidates need an IIROC Registered Representative approval, the CIRE and Retail Securities exams, and a CFP or PFP designation. They also need a university degree, 4+ years in the investment industry, financial planning experience with high-net-worth clients, and strong communication and Microsoft Office skills.
Microsoft Office Suite
Supervisory Analyst
Toronto, ON +1RBC Dominion Securities Inc.
Candidates need excellent communication skills, strong organization and attention to detail, and the ability to manage several projects against tight deadlines. A FINRA Series 16 licence and proficiency in Microsoft Word, Excel and PowerPoint are required, along with flexibility for extended hours during earnings season.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Blue Matrix