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SC
Member Experience Advisor - South Hill
Servus Credit Union
Red Deer, AB
- Part-time
…banking services that are right for every member, providing solutions to financial needs or referring members to an appropriate specialist, and contributing to the branch portfolio, and…
Added just now
FB
Talent Acquisition Specialist
fgf brands
Toronto, ON · Greater Toronto Area, ON
- Other
Work closely with T&D Business Partners and Hiring Leaders to drive Best Practices in Talent Acquisition and Recruitment
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Business Development Representative - SMB
Solink
Remote, Canada
- $68,500 to $85,000 CAD / year
- Full-time
- Remote
Reports To: Dylan Monsinger, Associate Manager, Business Development
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Manager, Corporate Accounting
WildBrain
Toronto, ON
- $110,000 to $120,000 CAD / year
- Full-time
Investigate unusual balances and transactions, identify root causes, and recommend practical solutions
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Legal Operations Specialist
Chemtrade
Toronto, ON
- Other
Chemtrade is committed to delivering innovative solutions that address the complex challenges faced by our customers. As a responsible corporate citizen, we prioritize safety,…
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UI
Sales and Service Coordinator
UAP Inc.
L'Orignal, ON
- $46,800 to $58,500 CAD / year
- Full-time
At NAPA, we are driving the future of the auto parts industry with unmatched service and innovative solutions. Our passionate sales team is at the heart of our success, dedicated to…
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Relationship Specialist
OPENLANE
Brampton, ON · Toronto, ON · CAN - ON - Brampton (Toronto)
- $65,000 to $70,000 CAD / year
- Full-time
…involved in elevating customer relationships, attracting new business, and growing AFC revenue while balancing risk. The ideal candidate will have three years of experience in…
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Construction Manager
EllisDon
Halifax, NS · NS · Nova Scotia Projects
- Full-time
…to deliver great careers to one another and develop creative solutions for complex problems on some of the most exciting projects. It doesn’t matter what your expertise and craft is – there…
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R&D Manager (Ontario)
Solina
Toronto, ON
- Full-time
We design customised savoury solutions for our clients operating in the food industry, food service, butchery and nutrition markets. With sustainability at the heart of our business model,…
Added 13 mins ago
CO
Manager, Digital Solutions
City of Saint John
Saint John, NB
- Full-time
The Manager, Digital Solutions, is responsible for the delivery and ongoing management of the City’s enterprise applications, digital solutions, and data and information management…
Added 13 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
ON · Ontario, Canada
- Part-time
Provides advice and guidance to assigned business/group on implementation of solutions.
Added 13 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
NT · Northwest Territories, Canada
- Part-time
Provides advice and guidance to assigned business/group on implementation of solutions.
Added 13 mins ago
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Manager, S&T Project Controls
Canadian Nuclear Laboratories
Chalk River, ON
- Full-time
Post-secondary education in engineering, business, project management or a related discipline.
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Senior Project Manager
Cognizant
Toronto, ON
- Full-time
The Product Architect ISG will design and evolve customer identity and access management solutions using Ping UnboundID CIAM and Janrain CIAM for global enterprise clients in a hybrid work…
Added 13 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
ON · Ontario, Canada
- Part-time
Provides advice and guidance to assigned business/group on implementation of solutions.
Added 13 mins ago
SC
Sales Consultant
Sysco Canada Inc.
ON · Ontario, Canada
- Full-time
…Individuals in this position will provide an exceptional level of business to business (B2B) sales consultation, account management, customer service, and innovative solutions that…
Added 13 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
AB · Alberta, Canada
- Part-time
Provides advice and guidance to assigned business/group on implementation of solutions.
Added 13 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
NT · Northwest Territories, Canada
- Part-time
Provides advice and guidance to assigned business/group on implementation of solutions.
Added 13 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
BC · British Columbia, Canada
- Part-time
Provides advice and guidance to assigned business/group on implementation of solutions.
Added 13 mins ago
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Account specialist, High Value at Risk (HVAR)
BMO
NB · New Brunswick, Canada
- Part-time
Provides advice and guidance to assigned business/group on implementation of solutions.
Added 13 mins ago
WI
Project Controls Analyst
WSP in Canada
Whitehorse, YT
- Full-time
With an unmatched breadth and depth of engineering, advisory and science‑based expertise, our global minds unite to power local solutions.
Added 13 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
NB · New Brunswick, Canada
- Part-time
Provides advice and guidance to assigned business/group on implementation of solutions.
Added 13 mins ago
B
Bilingual Account specialist, High Value at Risk (HVAR)
BMO
PE · Prince Edward Island, Canada
- Part-time
Provides advice and guidance to assigned business/group on implementation of solutions.
Added 13 mins ago
B
Account specialist, High Value at Risk (HVAR)
BMO
PE · Prince Edward Island, Canada
- Part-time
Provides advice and guidance to assigned business/group on implementation of solutions.
Added 13 mins ago
A
Automation Developer - Winnipeg Satellite Office
AutoCanada
Winnipeg, MB
- $75,000 to $90,000 CAD / year
- Other
As our Automation Developer, you'll lead the work across our automation ecosystem - designing and building new workflows, auditing and modernizing legacy flows, and ensuring the automations…

RBC Wealth Management

Associate

Winnipeg, MB, 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

Posting link Associate

Job Description

What is the opportunity?

Janzen Thoroski Wealth Management Group of RBC Dominion Securities (Winnipeg branch) is a relationship-focused investment and wealth management team. 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.

We are 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 (completed within one year)
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

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

Address:

201 PORTAGE AVE:WINNIPEG

City:

Winnipeg

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-28

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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More about this job

Responsibilities

Manage daily trading operations, execute and follow up on client trades, and support model portfolio trade lists and portfolio rebalancing. Provide professional client service, prepare portfolio reports, coordinate wealth planning services, and liaise with clients, colleagues, and business partners to resolve requests.

Requirements

Requires post-secondary education, strong written and verbal communication, Microsoft Office proficiency, relevant financial services experience, and meticulous attention to detail and organization. The Canadian Investment Regulatory Exam (CIRE) must be completed within one year; Dominion Securities or retail brokerage experience and an entrepreneurial spirit are preferred.

Skills

Trade Execution
Portfolio Rebalancing
Portfolio Reporting
Capital Gains and Loss Reporting
Client Service
Wealth Planning Coordination
Communication
Microsoft Office
Attention to Detail
Organization
Account Management
Customer Success
Decision Making
Financial Regulation
Problem Solving
Investment Risk Management

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
Wealth Management
Financial Services
Dominion Securities
Retail Brokerage
Trade Execution
Trading Operations
Model Portfolios
Portfolio Rebalancing
Portfolio Management Reports
Capital Gains and Loss Reporting
Tax Planning
Trade Settlement
Wealth Planning
Client Service
Microsoft Office
Investment Risk Management
Account Management
Customer Success
Financial Regulation
Problem Solving

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