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Added 13 mins ago
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RBC Dominion Securities

Investment Associate

Kamloops, BC, Canada

The expected base salary range for this position is $50,000 - $60,000. · Full-time

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Applications open in a new tab.

Job details

Pay: The expected base salary range for this position is $50,000 - $60,000.
Job type: Full-time
Apply by: Nov 15, 2026
Experience: 4 years or more of professional experience within investment industry
Posting language: English
Posted: Oct 27, 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 branch located in Kamloops BC is seeking an Investment Associate (Trade Execution Specialist) to join a successful Private Investment Management Team. You will execute all portfolio trading and support the Portfolio Manager in keeping portfolio models up to date.

What will you do?

Execute model portfolio changes (Trading Execution)
Exchange foreign currency when needed
Keeping models up to date on a weekly/monthly basis
Reviewing cash balances (debits & credits) for investment or debit coverage for discretionary and non-discretionary accounts
Execute all other trading for team members. (i.e. post client review portfolio changes, monthly AFT & RIF payments, on off EFTs & bank wires) – Trade Execution only
Debit forecasting – Reviewing accounts to ensure cash balances for quarterly fees
Reviewing and maintaining Private Investment Management (PIM) Dashboard. Keeping client accounts on side with regards to their current Investment Policy Statement (IPS).
Reviewing and maintaining the MRGD reports for investment of funds (i.e. deposits, contributions, PACs).
Reviewing and executing on any reorg notices

What do you need to succeed?

Must-have

Approval as an Investment Representative (IR) with IIROC and/or CFA 1
Exceptional written and verbal communication skills
Meticulous attention to detail and strong problem solving and analytical skills
Strong Microsoft Office skills

Nice-to-have

4 years or more of professional experience within investment industry
Highly-developed technical skills

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
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $50,000 - $60,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills

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

Additional Job Details

Address:

186 VICTORIA ST:KAMLOOPS

City:

Kamloops

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-27

Application Deadline:

2026-11-15

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

Execute portfolio trades, model changes, foreign currency exchanges, and other account transactions while keeping portfolio models and investment dashboards current. Review cash balances, forecast debits, maintain compliance with client investment policy statements, and process fund investment and reorganization notices.

Requirements

Applicants must be approved as an Investment Representative with IIROC and/or hold CFA Level I, and demonstrate strong communication, attention to detail, problem-solving, analytical, and Microsoft Office skills. Four or more years of investment-industry experience and highly developed technical skills are preferred.

Skills

Trade Execution
Portfolio Management
Foreign Currency Exchange
Cash Balance Review
Debit Forecasting
Investment Risk Management
Financial Regulation
Microsoft Office
Written Communication
Verbal Communication
Attention to Detail
Problem Solving
Analytical Skills
Decision Making
Interpersonal Relationships

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock
Challenging Work Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Trade Execution Specialist
Investment Representative
IIROC
CFA Level I
Private Investment Management
Portfolio Management
Model Portfolios
Portfolio Trading
Foreign Currency Exchange
Discretionary Accounts
Non-Discretionary Accounts
Cash Balances
Debit Forecasting
Investment Policy Statement
PIM Dashboard
MRGD Reports
Automatic Funds Transfers
RIF Payments
Electronic Funds Transfers
Bank Wires
Reorganization Notices
Microsoft Office
Investment Risk Management
Financial Regulation

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