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RBC Dominion Securities

Associate

Red Deer, AB, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 22, 2026
Posting language: English
Posted: Oct 10, 2026

Original job description

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch in Red Deer is looking for a resourceful, efficient and collaborative individual to join our Team as an Associate.

By providing ongoing, exceptional service and support to our clients, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable Team member, you will play a key role in both general practice administration and maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with the Investment Advisors in managing client portfolios and wealth management planning opportunities.

What will you do?

Maintain existing client accounts from an account maintenance perspective, including but not limited to management of models, execution of trades, all position rebalancing functions to contracted levels, cash raises, and sending EFTs.
Follow up on client trades to ensure proper settlement and delivery.
Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
Ad hoc analysis on products and/or accounts as directed by the Advisor Team.
Cross train on numerous office administration functions from account opening to meeting preparation to effectively managing incoming communications from clients, Advisors and other internal and external partners.
Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.

What do you need to succeed?

Must-have

Strong skills working with business applications/technology, including Microsoft Office Suite with experience and comfort with both Microsoft Excel and basic numeracy skills.
High quality time management and organization skills.
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients.
Exceptional verbal and written communication skills.

Nice-to-have

Canadian Investment Regulatory Exam, CIRE.
Knowledge of RBC Dominion Securities’ systems and procedures.
Experience in the securities industry is an asset.

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

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
An opportunity to make a difference and have a lasting impact on the lives of others
Work in a dynamic, collaborative, progressive, and high-performing team
The chance to work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

4900 50 ST:RED DEER

City:

Red Deer

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-04

Application Deadline:

2026-10-22

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

Maintain client accounts and portfolios by handling account administration, trades, rebalancing, cash requests, and settlement follow-up. Respond to client inquiries, support advisors with analysis and planning, coordinate office administration, and ensure client records meet regulatory and internal control requirements.

Requirements

Candidates need strong Microsoft Office skills, including Excel, basic numeracy, excellent organization and time management, and professional, friendly client-service and communication skills. The Canadian Investment Regulatory Exam, familiarity with RBC Dominion Securities systems, and securities-industry experience are assets.

Skills

Account Management
Client Service
Microsoft Excel
Microsoft Office
Time Management
Organization
Verbal Communication
Written Communication
Problem Resolution
Numeracy
Trade Execution
Portfolio Rebalancing
Account Administration
Financial Regulation
Investment Risk Management

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock Options
Coaching and Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

RBC Dominion Securities
Wealth Management
Investment Advisors
Client Accounts
Account Maintenance
Portfolio Management
Model Management
Trade Execution
Position Rebalancing
Cash Management
Electronic Funds Transfers
Trade Settlement
Client Inquiries
Account Documentation
Account Reporting
Microsoft Office
Microsoft Excel
Numeracy
Client Service
Problem Resolution
Office Administration
Account Opening
Meeting Preparation
Internal Controls
Financial Regulation
Canadian Investment Regulatory Exam
Securities Industry
Investment Risk Management

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