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Added 8 mins ago
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Added 24 mins ago
Investment Associate
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Ottawa, ON
Full-time
…Private Wealth of RBC Dominion Securities. As an Investment Associate, you will play a critical role in executing investment trades, managing portfolio rebalancing, and ensuring optimal…
Added 54 mins ago
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Full-time
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Associate
RBC Dominion Securities
Ottawa, ON
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Associate Advisor
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Added 54 mins ago
Associate
RBC Dominion Securities
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Full-time
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RBC

Associate

AB, Canada

Job type: Full-time
Apply by: Oct 5, 2026
Posting language: English
Posted: Sep 23, 2026

Apply About employer

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Original job description

Job Description

What is the opportunity?

The Dominion Securities Branch in Edmonton is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
Monitors private banking business performance and market conditions when implementing new private banking services.
Introduces products and services to high net worth clients.
Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
Supports the Investment Advisors in general administrative duties in the management of client accounts
Supports the Investment Advisors in the preparation of client reviews and presentations
Requests information and documentation from clients in order to open accounts and keep client files up to date
Follows up on client trades to ensure proper settlement and delivery
Monitors all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must-have

Post Secondary Education (College or University)
Excellent communication skills, both verbal and written
Proficiency with Microsoft Office Suite
Completion of the Canadian Investment Regulatory Exam, CIRE
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

Additional Job Details

Address:

1074 103A ST SW:EDMONTON

City:

Edmonton

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-23

Application Deadline:

2026-10-05

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.

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

The Associate will support an advisory team by managing client accounts, responding to inquiries, and performing administrative duties. They will also monitor private banking deals and ensure quality execution while building relationships with internal and external partners.

Requirements

Candidates must have post-secondary education and proficiency in Microsoft Office Suite. Completion of the Canadian Investment Regulatory Exam (CIRE) and relevant financial services industry experience are required.

Skills

Account management
Customer success
Decision making
Financial regulation
Group problem solving
Interpersonal relationships
Investment risk management
Communication skills
Microsoft office suite
Organizational skills
Attention to detail
Client relations
Administrative support

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Dominion Securities
Private banking
Investment advisor
Client accounts
Financial services
CIRE
Microsoft Office
Account management
Wealth management
Customer service
Administrative support
Market conditions
High net worth clients
Trade settlement
Regulatory compliance

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