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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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