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RBC Dominion Securities

Associate

Calgary, AB, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 27, 2026
Posting language: English
Posted: Oct 28, 2026

Original job description

Company Description

RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. For over a century, the firm has provided individuals, families, businesses, and organizations with tailored wealth management solutions, sound financial planning, and trusted investment advice. Driven by its vision to be the first choice for wealth management services, RBC Dominion Securities prioritizes investment in best-in-class tools and resources to support its advisors. Clients are at the heart of every service, ensuring long-term success and financial prosperity.

Role Description

This is a full-time on-site role located in Calgary North Branch, AB. As an Associate, you will support financial advisors with day-to-day administrative and operational tasks. Responsibilities include client account management, preparing financial documentation, coordinating with clients, managing account information, and providing support for client needs. The role also entails assisting in monitoring portfolio performance, scheduling client meetings, and supporting compliance efforts.

Qualifications

Strong organizational, client management, and administrative skills to support daily tasks and operations.
Proficiency in financial research, analysis, and portfolio tracking with excellent attention to detail.
Exceptional communication, relationship management, and teamwork skills to work effectively with clients and colleagues.
Proficiency in Microsoft Office and familiarity with financial management software considered an asset.
Relevant certifications such as CIRE exam or working towards licensing would be advantageous.
Commitment to maintaining confidentiality and accuracy in managing sensitive client information.
Bachelor’s degree in finance, business administration, or a related field preferred.
Experience in investment management, wealth management, or financial services considered an asset.

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More about this job

Responsibilities

Support financial advisors with administrative and operational tasks, including client account management, preparing financial documents, coordinating with clients, and maintaining account information. Assist with client needs, portfolio performance monitoring, meeting scheduling, and compliance efforts.

Requirements

Strong organizational, administrative, client management, communication, relationship management, and teamwork skills are sought, along with attention to detail and proficiency in financial research, analysis, and portfolio tracking. Microsoft Office proficiency is expected; a finance, business administration, or related bachelor’s degree is preferred, while relevant financial services experience and CIRE exam completion or progress toward licensing are assets.

Skills

Organization
Client Management
Administrative Support
Financial Research
Financial Analysis
Portfolio Tracking
Attention To Detail
Communication
Relationship Management
Teamwork
Microsoft Office
Financial Management Software
Confidentiality
Accuracy
Compliance Support

Visa sponsorship

Not detected in the job text

Keywords

Investment Management
Wealth Management
Financial Planning
Investment Advice
Client Account Management
Financial Documentation
Account Information
Financial Research
Financial Analysis
Portfolio Tracking
Portfolio Performance Monitoring
Client Coordination
Administrative Support
Operational Support
Compliance
Microsoft Office
Financial Management Software
CIRE Exam
Licensing
Confidentiality
Accuracy

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