Find work in Canada.

553,226 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 day ago
RB
Senior Investment Funds Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
Collaborate with leadership to coach and develop the Investment Funds Advisor Assistant team and offering mentorship and support to the Investment Funds Centre Advisors.
Added 1 day ago
B
Client Service Assistant
BMO
Toronto, ON · CLAIRE
- Full-time
…and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns…
Added 1 day ago
R
Senior Investment Funds Advisor
RBC
Vancouver, BC
- Full-time
Collaborate with leadership to coach and develop the Investment Funds Advisor Assistant team and offering mentorship and support to the Investment Funds Centre Advisors.
Added 2 days ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Ottawa, ON
- Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 2 days ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Ottawa, ON
- Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 2 days ago
R
Assistant Branch Operations Manager
RBC
Ottawa, ON
- Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 2 days ago
T
Assistant Wealth Market Manager
TD
Concord, ON · Markham, ON
- Full-time
In partnership with the Market Manager, the Assistant Wealth Market Manager supports daily business operations across Wealth Advisory Services, Private Trust, and Wealth Insurance Services.…
Added 2 days ago
B
Client Service Assistant, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
…and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns…
Added 3 days ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
Involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required
Added 3 days ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
Involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required
Added 3 days ago
B
Client Services Assistant
BMO
Newmarket, ON
- Full-time
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Added 3 days ago
Assistant Manager - Guelph / Waterloo / Owen Sound Area (Future Opportunities)
Scotiabank
Hamilton, ON
As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business…
Added 4 days ago
RD
Associate
RBC Dominion Securities
Kamloops, BC
- Full-time
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…
Added 4 days ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Toronto, ON
- Full-time
The RBC Dominion Securities is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by…
Added 4 days ago
RB
Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
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…
Added 4 days ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Toronto, ON
- Full-time
The RBC Dominion Securities is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by…
Added 4 days ago
R
Associate
RBC
Kamloops, BC
- Full-time
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…
Added 4 days ago
R
Assistant Branch Operations Manager
RBC
Toronto, ON
- Full-time
The RBC Dominion Securities is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by…
Added 5 days ago
RB
Portfolio Management Assistant
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
As the Portfolio Management Assistant, you will primarily be responsible for assisting the Investment Counsellor/Portfolio Manager to track/write new and updated Investment Policy…
Added 5 days ago
R
Portfolio Management Assistant
RBC
AB
- Full-time
As the Portfolio Management Assistant, you will primarily be responsible for assisting the Investment Counsellor/Portfolio Manager to track/write new and updated Investment Policy…
Added 8 days ago
B
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
The Client Service Assistant role sits within Nesbitt Burns, the full‑service investment advisory platform within Private Wealth, supporting high‑net‑worth clients through personalized…
Added 8 days ago
B
Client Service Assistant, Private Wealth (Contract)
BMO
Toronto, ON
- Full-time
…and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns…
Added 8 days ago
M
Assistant Marketing Manager
Manulife
Toronto, ON
- Full-time
5+ years of progressive marketing experience, preferably in B2B financial services, retirement, wealth, insurance, or a related industry.
Added 8 days ago
T
Assistant Wealth Market Manager
TD
London, ON · Windsor, ON
- Full-time
In partnership with the Market Manager, the Assistant Wealth Market Manager supports daily business operations across Wealth Advisory Services, Private Trust, and Wealth Insurance Services.…
Added 9 days ago
RD
Branch Operations Assistant
RBC Dominion Securities
Toronto, ON
- Full-time
The RBC Dominion Securities Management team located in Toronto is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…

RBC

Associate

Kamloops, BC, Canada

The expected base salary range for this position is $38,000 - $50,000. · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: The expected base salary range for this position is $38,000 - $50,000.
Job type: Full-time
Apply by: Nov 13, 2026
Experience: The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate
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 Kamloops branch is currently seeking a licensed Associate to assist an established Private Investment Management (PIM) team. The successful candidate will possess a passion for service excellence and thrive in a dynamic and fast-paced team environment.

What will you do?

Provide world class client service to our valued clients
Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where necessary
Follow-up on client trades to ensure proper settlement and delivery
Maintain current knowledge of client accounts by reviewing daily activity through internal reports and applications
Utilize contact management system for daily task management
Respond to client account inquiries and remain accountable to follow up, as required
Proactively contact clients to ensure accounts are accurate, up-to-date and compliant
Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires. Enter data into specific applications (e.g., myGPS). Track progress and follow-up.
Maintain audit of wealth management activities and priorities to inform new opportunities with clients.
Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up.

Liaise with branch management team for updates on and progress with wealth management initiatives

Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Exceptional client service skills and experience
Canadian Investment Regulatory Exam, CIRE
Administrative experience preferably from another firm

Nice-to-have

Knowledge around Dominion Securities systems an asset
Undergraduate degree
The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate

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

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 $38,000 - $50,000.

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:

2026-11-13

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.

Apply About employer

More about this job

Responsibilities

The associate will provide world-class client service, manage account inquiries, and ensure compliance with wealth management processes. They will also coordinate with portfolio managers and specialists to execute trades and maintain accurate client records.

Requirements

Candidates must possess exceptional client service skills and hold the Canadian Investment Regulatory Exam (CIRE) certification. A minimum of 3 years of experience in the investment field is required, and an undergraduate degree is preferred.

Skills

Account management
Customer success
Decision making
Financial regulation
Group problem solving
Interpersonal relationships
Investment risk management
Client service
Data entry
Task management
Social media management
Administrative support
Compliance
Wealth management

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Investment
Wealth management
RBC Dominion Securities
Private Investment Management
CIRE
Client service
Portfolio management
Compliance
MyGPS
Trade settlement
Social media
LinkedIn
Facebook
Financial goals
Audit
Investment advisor
Administrative experience

Report this job