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RBC Dominion Securities

Associate

Calgary, AB, Canada

Full-time

Apply About employer

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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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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