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Added 13 mins ago
IS
Maintenance Technician
InVision Staffing Services Inc.
Brampton, ON
- Full-time
Our client, a leading manufacturing company, is seeking for a Maintenance Technician to their growing team. Please note that this is an afternoon shift.
Added 28 mins ago
BO
Associate, Corporate and Commercial Banking Services
Bank of China (Canada)
Toronto, ON
- Full-time
We are seeking an organized and detail-oriented Associate, Commercial & Corporate Services to provide administrative, coordination, and operational support to Relationship Managers within…
Added 28 mins ago
MF
Associate, Client Services
Municipal Finance Authority of British Columbia
Victoria, BC
- Full-time
Role Description As the Associate, Client Services, you’ll be part of a dynamic team, supporting daily activities and contributing to longer-term projects. Often the first point of contact…
Added 28 mins ago
IG
Operations Associate
Insight Global
Toronto, ON
- Contract
Insight Global is seeking an Operations Associate to join a large enterprise banking client. This role will provide operational support for daily processing activities and help ensure…
Added 28 mins ago
RB
Director, Real Estate
Royal Bank of Canada
Vancouver, BC
- Full-time
…ultimately your responsibility, you will be supported by an Associate Director, who will assist with analyzing and underwriting new loan requests, including compiling financial and market…
Added 28 mins ago
SD
Spécialiste Beauté, rémunéré(e) à l’heure temps partiel jour Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Toujours accorder la priorité au client et offrir un service à la clientèle de qualité supérieure.
Added 28 mins ago
D
Food Service Associate
Dexterra
Richmond, BC
- $21 to $22 CAD / hour
- Full-time
As a Food Services Associate / Cook, reporting to the Chef Manager, you will perform a variety of customer service based tasks within the food services function. This position requires…
Added 43 mins ago
TP
Accounting Associate
Trimark People Solutions
Alert Bay, BC
- Full-time
…maintaining high standards of financial accuracy. The Accounting Associate supports daily processing, monthly reconciliations, vendor and client communications, and the preparation of…
Added 43 mins ago
LC
Associate Faculty - Clinical Nursing
Lambton College
Sarnia, ON
- Part-time
…for our local and global community and elevate student and client impacts at local, national, and international…
Added 43 mins ago
DA
Associate, Valuations
Davidson and Co
Calgary, AB
- Full-time
…offer tax, audit, and advisory services to a diverse global client base. You’ll have the chance to work with clients across a range of industries,…
Added 43 mins ago
CM
Associate, Advisory (Toronto)
ClearBlue Markets
Toronto, ON
- Full-time
We are seeking an Associate, Advisory to be the operational owner of enterprise client accounts. This is the person who runs an account every day: coordinating everything moving through it,…
Added 43 mins ago
UL
Senior Corporate Tax Lawyer
Urban Legal Recruitment Inc.
Calgary, AB
- Full-time
Our client, a leading national business law firm, is seeking an experienced Senior Corporate Tax Associate, Junior Partner or Counsel to join its established Tax practice. This is an…
Added 43 mins ago
FC
Tarificateur(trice) – Assurance collective
First Canadian Financial Group
Pointe-Claire, QC
- Full-time
Le titre de Certified Employee Benefits Specialist (CEBS), Group Benefits Associate (GBA), Fellow, Life Management Institute (FLMI) ou un titre équivalent constitue un atout.
Added 43 mins ago
AG
Associate Intern - Health Care (HEOR, Epidemiology & Market Access)
Analysis Group
Toronto, ON
- Internship
About the Associate-Health Care Intern Position:
Added 58 mins ago
TB
PT Sales Associate - Seasonal
Tory Burch
Rocky View No 44, AB · Rocky View County, Canada
- Part-time
You are passionate about delivering a transformational client experience, building our brand one customer at a time and driving business through sales. You demonstrate a strong commitment…
Added 58 mins ago
T
Customer Experience Associate
TD
Guelph, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 58 mins ago
T
Personal Banking Associate (Full time) - Blainville, Seigneurie
TD
Blainville, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 1 hour ago
C
Associate Financial Advisor
CIBC
Winnipeg, MB
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 1 hour ago
MP
US Tax Associate
Moodys Private Client
Calgary, AB
- Full-time
The rapidly growing team at Moodys Private Client LLP seek to add a US Tax Associate to its accounting team in Calgary, Alberta, Canada. Moodys Private Client Accounting is part of Moodys…
Added 1 hour ago
MP
US Senior Tax Associate
Moodys Private Client
Calgary, AB
- Full-time
Moodys Private Client Accounting is part of Moodys Private Client and is home to a team of Canadian Chartered Professional Accountants and US Certified Public Accountants. Moodys Private…
Added 1 hour ago
RB
Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
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…
Added 1 hour ago
RB
Associate
Royal Bank of Canada
West Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in West Vancouver, is looking for an Associate to provide administrative support to a successful Advisory Team.
Added 1 hour ago
RB
Investment Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
The RBC Dominion Securities branch located in Kamloops BC is seeking an Investment Associate (Trade Execution Specialist) to join a successful Private Investment Management Team. You will…
Added 1 hour ago
Customer Experience Lead
Laura Canada
Calgary, AB
Privately owned and based in Laval, Quebec, with a strong vision for innovation and optimizing the employee and client experiences, we continue to help generations of Canadian women to look…
Added 1 hour ago
PC
Junior Customer Support Position
Piper Companies
ON · Durham, ON
- Full-time
Piper Companies is seeking a Junior Customer Service Associate for a leading financial services organization. The Junior Customer Service Associate is a hybrid opportunity requiring three…

RBC

Associate

Kamloops, BC, Canada

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

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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.

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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.

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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

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