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Added 8 mins ago
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Senior Principal DSX Data Scientist
Roche
Mississauga, ON · Canada Pharma Campus
- Full-time
You serve as a senior technical advisor to platform owners, programming and statistical leadership, and governance teams on complex topics involving infrastructure, automation, and…
Added 37 mins ago
SF
Agronomist/Sales
Sharpe Farm Supplies Ltd
Guelph, ON
- Full-time
…and build lasting relationships across our local agricultural community. If you are a self-motivated professional passionate about crop production and farm sustainability, we want to hear…
Added 37 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Drummondville, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 37 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Sherbrooke, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 37 mins ago
RM
Manager, Human Resources
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Ross Memorial Hospital (RMH) is an active, acute-care community hospital located in the heart of the City of Kawartha Lakes. Among our acute and continuing care services, our team cares for…
Added 1 hour ago
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Branch Manager Advisor
RBC
Wawanesa, MB
- Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Hyacinthe, QC · St-Hyacinthe, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Marc-des-Carrières, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Beloeil, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Longueuil, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
Banking Advisor
National Bank of Canada
Boisbriand, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
NB
BANKING ADVISOR
National Bank of Canada
Boucherville, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 hour ago
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PIA Client Service Associate
TD
Kingston, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 3 hours ago
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Director & Assistant Market Leader, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
…passionate about developing talent, driving a strong client and advisor experience, and supporting the success of our branch and market…
Added 3 hours ago
AC
Member Services Representative- St. Georges Branch
Assiniboine Credit Union
Alexander, MB · St. Georges, MB
- Part-time
Through discovery, identifies members’ goals and needs and connects them to the right Advisor to serve their immediate and future needs in all interactions on the frontline and during lobby…
Added 4 hours ago
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Director- M&A Human Capital Due Diligence & Value Creation
Deloitte
Toronto, ON
- Full-time
Beyond leading engagements, you will serve as a trusted advisor to senior client stakeholders, collaborate with multidisciplinary deal teams, mentor and develop high-performing…
Added 4 hours ago
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Client Advisor
RBC
Conception Bay South, NL
- Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 4 hours ago
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Client Advisor
RBC
Mount Pearl, NL
- Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 4 hours ago
R
Financial Advisor Intern
RBC
Richmond, BC
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 4 hours ago
MG
Part-Time Seasonal Sales Support Advisor (Stone Island Yorkdale)
Moncler Group
Toronto, ON
- Part-time
Stone Island is a defiantly independent community. Since our founding in 1982, a shared mindset has driven us to become a globally recognised icon of independent spirit, leadership, and…
Added 4 hours ago
Pharmacy Assistant IA (Casual - All Locations)
Fraser Health
BC · Fraser Health, British Columbia
We value self-directed individuals who are experts in their field and find satisfaction working innovatively and collaboratively to help improve the lives of those in their community.
Added 4 hours ago
ML
FT Organizational Change Management Lead - ERP Modernization
Manitoba Liquor and Lotteries
Winnipeg, MB
- $88,587.2 to $119,475.2 CAD / year
- Full-time
- On-site
…Inclusion. We strive to hire a workforce that reflects the community we serve. Employment equity will be considered therefore applicants who identify as women, Indigenous people, members of…
Added 5 hours ago
RD
Associate
RBC Dominion Securities
Red Deer, AB
- Full-time
Ad hoc analysis on products and/or accounts as directed by the Advisor Team.
Added 5 hours ago
Advisor, Emergency Management
Regional Municipality of Wood Buffalo
Fort McMurray, AB
…of first responders dedicated to protecting and serving our community. Together, we bring safety, strength, and support when it’s needed…
Added 5 hours ago
MC
Manager, Community Partnerships (Events)
Make-A-Wish Canada
Halifax, NS
- Full-time
Dr. Jeremy Friedman, Associate Paediatrician-in-Chief, SickKids Hospital & Medical Advisor for Make-A-Wish^® Canada

RBC Dominion Securities

Associate

Calgary, AB, Canada

Full-time

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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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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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