The Dominion Securities Branch in Edmonton is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

• Reviews day-to-day execution of private banking deals to ensure quality and efficiency.

• Monitors private banking business performance and market conditions when implementing new private banking services.

• Introduces products and services to high net worth clients.

• Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.

• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners

• Supports the Investment Advisors in general administrative duties in the management of client accounts

• Supports the Investment Advisors in the preparation of client reviews and presentations

• Requests information and documentation from clients in order to open accounts and keep client files up to date

• Follows up on client trades to ensure proper settlement and delivery

• Monitors all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must-have

• Post Secondary Education (College or University)

• Excellent communication skills, both verbal and written

• Proficiency with Microsoft Office Suite

• Completion of the Canadian Investment Regulatory Exam, CIRE

• Relevant experience in the financial services industry

• Meticulous attention to detail and strong organizational skills

Nice-to-have

• Dominion Securities (DS) or Retail Brokerage work experience

• Enthusiastic, committed, and entrepreneurial spirit

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.  We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• A world-class training program in financial services