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Added 8 mins ago
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Associate Veterinarian - Alcona Animal Hospital
VetStrategy
Innisfil, ON
- Full-time
Alcona Animal Hospital is a full-service small animal hospital offering preventative medicine, surgery, laboratory services, digital X-rays, ultrasound/EKG, tonometry and more.
Added 9 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Rosemère, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 9 mins ago
Customer Experience Associate - Park Royal Shopping Centre, West Vancouver BC (18.75hrs/week)
Scotiabank
West Vancouver, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 9 mins ago
KS
Temporary Sales Associate
kate spade new york
Ottawa, ON · Rideau Centre
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 24 mins ago
R
Small Business Markets Recruitment & Networking Session- November 2026
RBC
Toronto, ON
- Full-time
…business market. Applying your mindset for external marketing and client acquisition, you will develop new business for RBC and deepen client relationships. Partnering with other RBC…
Added 24 mins ago
IS
Analyst, Deployment Services
IT Solutions Consulting LLC
Waterloo, ON
- Full-time
The Analyst, Deployment Services is responsible for supporting multiple client networks of various sizes and levels of complexity at our Deployment Services Center in Waterloo, ON. This…
Added 27 mins ago
VS
Sales associate - retail
Verti Store Inc.
Laval, QC
- $17 to $26 CAD / hour
- Full-time
- Part-time
- On-site
Advertise and/or promote products, sales or services
Added 37 mins ago
CG
Content Marketer | Cash Management Group
Canaccord Genuity Group Inc.
Vancouver, BC
- $70,000 to $85,000 CAD / year
- Full-time
The Cash Management Group at Canaccord Genuity is looking for a motivated and creative Marketing Associate to join our high-performing team of finance professionals. Our group manages over…
Added 37 mins ago
VF
Associate, Institutional Sales & Settlements
Ventum Financial
Vancouver, BC
- Full-time
Ventum Financial is seeking a motivated and detail-oriented entry level Associate, Institutional Sales & Settlements to join our Institutional Sales & Trading team in Vancouver.
Added 39 mins ago
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PIA Client Service Associate
TD
AB
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 39 mins ago
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Personal Banking Associate Trainee - Mandarin and/or Cantonese Language Skills Considered an Asset
TD
Vancouver, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 39 mins ago
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Customer Experience Associate
TD
Ottawa, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 54 mins ago
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Client Associate
CIBC
Barrie, ON
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 54 mins ago
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Client Associate (IR licensed) Mandarin and Cantonese speaking
CIBC
Richmond, BC
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 1 hour ago
VF
Associate, Institutional Sales & Settlements
Ventum Financial
Vancouver, BC
- Full-time
Ventum Financial is seeking a motivated and detail-oriented entry level Associate, Institutional Sales & Settlements to join our Institutional Sales & Trading team in Vancouver.
Added 1 hour ago
Associate, Personal Insurance
Acera Insurance Services Ltd.
Edmonton, AB
…focus are the keys to success in the role of Personal Insurance Associate. This role is responsible for providing support to the personal lines team with payment follow up, producing pink…
Added 1 hour ago
MI
Senior Associate Director, Nexus, Investor Delivery
MUFG Investor Services
Toronto, ON
- $90,000 to $132,000 CAD / year
- Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 1 hour ago
MI
Senior Associate Director, Nexus, Investor Delivery
MUFG Investor Services
Toronto, ON
- $90,000 to $132,000 CAD / year
- Full-time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks…
Added 1 hour ago
WT
Data Engineer
Wissen Technology
Montreal, QC
- Full-time
Build and maintain high‑performance backend services for data ingestion, transformation, and storage.
Added 1 hour ago
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Client Associate (IR licensed) Mandarin and Cantonese speaking
CIBC
Richmond, BC
- Full-time
As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with…
Added 1 hour ago
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Purchasing Professional Associate
Jacobs
Calgary, AB
- Full-time
This position is responsible for procurement transactions associated with subcontracting of services. The incumbent has working knowledge and understanding of procurement concepts,…
Added 1 hour ago
Mortgage Fulfillment Specialist
Questrade Financial Group
Toronto, ON
…professionally managed investment portfolios, mortgages, real estate services, financial services and more. We use cutting-edge technology to help Canadians become much more financially…
Added 2 hours ago
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Toronto Premium Outlet Halton Hills - Mandarin Speaking Sales Associate PT 20-29 hours
TUMI
Toronto, ON
- $18 to $22 USD / hour
- Part-time
As part of our Retail team, the Sales Associate is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong client…
Added 2 hours ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Laval, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 2 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Saint-Jérôme, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.

RBC Dominion Securities

Associate

Calgary, AB, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 21, 2026
Posting language: English
Posted: Sep 10, 2026

Original job description

Job Description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities Calgary branch is looking for a resourceful, efficient and collaborative individual to join our team as an Associate.

What will you do?

Manage daily trading operations, including the accurate and timely execution of trades as directed by the Advisor.
Generate and manage model portfolio trade lists and assist with the quarterly/annual portfolio rebalancing process.
Run various portfolio management reports, including capital gains/loss reports for tax planning and review purposes.
Execute and follow up on all client trades to ensure proper settlement, delivery, and reporting.
Support and serve clients, providing a professional and highly personable experience on the phone.
Coordinate wealth planning services & liaise with internal specialists
Liaise with clients, team members, and business partners to find solutions and see requests through to completion.

What do you need to succeed?

Must-have

Canadian Investment Regulatory Exam, CIRE
Post Secondary Education (College or University)
Excellent communication skills, both verbal and written
Proficiency with Microsoft Office Suite
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

Job Skills

Additional Job Details

Address:

600 CROWFOOT CRES NW:CALGARY

City:

Calgary

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-19

Application Deadline:

2026-10-21

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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More about this job

Responsibilities

Manage daily trading operations, execute and follow up on client trades, and support portfolio model trade lists, rebalancing, and reporting. Provide personable client service, coordinate wealth planning with internal specialists, and work with clients and colleagues to resolve requests.

Requirements

Requires the Canadian Investment Regulatory Exam (CIRE), post-secondary education, financial services experience, Microsoft Office proficiency, strong communication, and excellent organizational skills with meticulous attention to detail. Dominion Securities or retail brokerage experience and an enthusiastic, committed, entrepreneurial approach are preferred.

Skills

Trade Execution
Portfolio Rebalancing
Portfolio Reporting
Capital Gains and Loss Reporting
Client Service
Wealth Planning Coordination
Microsoft Office
Communication
Organization
Attention to Detail
Problem Solving
Relationship Management
Financial Services

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock
Coaching and Development Opportunities
Training Program

Visa sponsorship

Not detected in the job text

Keywords

Canadian Investment Regulatory Exam
CIRE
Investment Management
Wealth Management
Financial Services
Trade Execution
Trading Operations
Model Portfolios
Portfolio Rebalancing
Portfolio Management Reports
Capital Gains and Loss Reporting
Tax Planning
Trade Settlement
Client Service
Wealth Planning
Microsoft Office
Retail Brokerage
Dominion Securities
Relationship Management
Communication
Organization
Attention to Detail

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