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Added 8 mins ago
PS
Advisor, Data Analytics Enablement
Public Sector Pension Investment Board
Montreal, QC
- Full-time
As an Advisor, Data Analytics Enablement, you’ll:
Added 8 mins ago
HI
Auto Insurance Advisor
HUB International
Winnipeg, MB
- Part-time
Acting as the first point of contact to all clients, the Auto Insurance Advisor is responsible for providing professional, accurate, efficient, and courteous advice to all clients with…
Added 8 mins ago
Manager, Analytics
Scotiabank
Toronto, ON
Act as a trusted advisor to business leaders across Retail, Wealth, Risk, Finance, and other key functions.
Added 8 mins ago
Senior Manager, Learning Design & Delivery - Toronto, ON
Scotiabank
Toronto, ON
…Wealth Management learning programs, including onboarding and advisor development programs. Collaborates with business partners and the Practice Excellence team to lead program management,…
Added 8 mins ago
Business Advisor - Clarenville
Scotiabank
Clarenville, NL
Added 8 mins ago
Bilingual Wealth Management Intern (Student/New Grad)
The Canada Life Assurance Company
Montreal, QC
…sales team to focus on generating new sales and growing the advisor base. You will also be part of supporting the implementation of multiple territory business…
Added 8 mins ago
Global Mobility - Expatriate Tax - Manager - Vancouver
EY
Vancouver, BC
Serving as a trusted advisor to clients on global mobility tax considerations and emerging issues
Added 23 mins ago
KI
NetSuite Developer
Kalpa Inc.
Canada
- Full-time
…business challenges and technical system solutions. As a trusted advisor, the Sr. Consultant conducts deep-dive discovery, architects optimized workflows, and ensures successful system…
Added 23 mins ago
CI
Manager, Sales Governance and Operations
Calian in Space & Technology
Ottawa, ON
- Full-time
You will serve as a key liaison between Sales, Procurement, Finance, Operations, Legal, and Executive Leadership, ensuring compliance with corporate policies, Government of Canada…
Added 23 mins ago
KR
Senior Business Analyst
KTek Resourcing
Toronto, ON
- $90,000 to $1,000,000 CAD / year
- Full-time
Strong knowledge of Branch Banking systems, processes, customer journeys and frontline/advisor workflows.
Added 38 mins ago
D
Senior Advisor, Business strategies
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 38 mins ago
Finance Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
As a Finance Strategic Business Advisor (SBA), we partner with colleges and units across campus to support strategic finance initiatives focused on the University Plan 2025 in being the…
Added 53 mins ago
R
Banking Advisor
RBC
Moose Jaw, SK
- Full-time
Added 53 mins ago
R
Senior Will and Estate Advisor
RBC
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 53 mins ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
Added 53 mins ago
0
Inside Sales Representative
0229f850-4aff-4275-beb3-9bf6c8fb1f1c
Ajax, ON · Mississauga, ON
- Full-time
Act as a trusted advisor, providing insights into the value and benefits of continued service contracts.
Added 53 mins ago
SL
Manager, Finance Automation
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
Lead the change and see your solutions deliver lasting impact. As Manager, Finance Automation, you’ll lead transformation engagements across Sun Life’s global Finance community, partnering…
Added 1 hour ago
C
Financial Advisor CIRO-ID
CIBC
London, ON
- Full-time
Added 1 hour ago
B
Client Services Assistant
BMO
Newmarket, ON
- Full-time
Added 1 hour ago
Financial Advisor - Bloorcourt Village (37.5 hours/week)
Scotiabank
Toronto, ON
Added 1 hour ago
IF
Senior Legal Counsel, Compliance (Temporary position – 18 to 24 months)
Intact FC
Toronto, ON · Montreal, QC
- Full-time
Act as a strategic advisor and collaborate closely with stakeholders across Canadian lines of business, including Claims, Underwriting, Brokers, Cyber and Technology, and Risk Management.
Added 1 hour ago
ED
Senior Advisor, IT Financial Management - EN 956
Export Development Canada | Exportation et développement Canada
Remote, Canada
- $96,557 to $128,743 CAD / year
- Full-time
- Remote
Position: Senior Advisor, IT Financial Management
Added 1 hour ago
W
Senior Regional Business Administration Manager
Wellington-Altus
Toronto, ON
- Full-time
Partner with the Transitions team to support the transition of new Investment Advisor teams, specifically working with team assistants and administrative staff.
Added 1 hour ago
ED
Senior Advisor, IT Financial Management - EN 956
Export Development Canada | Exportation et développement Canada
Ottawa, ON
- $96,557 to $128,743 CAD / year
- Full-time
Position: Senior Advisor, IT Financial Management
Added 1 hour ago
AC
Marketing Advisor, Sponsorships and Activations
Air Canada
Toronto, ON · Dorval, QC
- Full-time
Air Canada is seeking a Marketing Advisor, Sponsorships & Activations to support the planning, coordination and execution of sponsorship marketing programs, activations, hospitality…

RBC Wealth Management

Associate

Winnipeg, MB, Canada

Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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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