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Added 9 mins ago
Intermediate Accident Benefits Advisor
Aviva
London, ON · Markham, ON · Oakville, ON · Toronto, ON
Individually we are people, but together we are Aviva. Individually these are just words, but together they are our Values – Care, Commitment, Community, and Confidence.
Added 23 mins ago
H
Freelance Beauty Brand Advisor | Multi-Brand Retail | Toronto
Headkount
Toronto, ON
- $25 to $30 CAD / hour
- Part-time
Love the freelance life but want the stability of a steady schedule? As a Headkount Brand Advisor, you’ll represent top beauty and skincare brands at Sephora and other leading beauty…
Added 23 mins ago
T
Public Sector Buildings - Greater Toronto Area Talent Community
Tiree
Toronto, ON
- Full-time
Professionals in this space typically act as a trusted advisor to public-sector clients, navigating complex stakeholder environments while supporting the delivery of projects that improve…
Added 23 mins ago
IS
Business Banking Advisor (Mill Bay Branch)
Island Savings
Mill Bay, BC
- $64,400 to $82,500 USD / year
- Full-time
We are currently seeking a Business Banking Advisor to join our team.
Added 23 mins ago
H
Freelance Beauty Brand Advisor | Multi-Brand Retail | Ottawa
Headkount
Ottawa, ON
- $25 to $30 CAD / hour
- Part-time
Love the freelance life but want the stability of a steady schedule? As a Headkount Brand Advisor, you’ll represent top beauty and skincare brands at Sephora and other leading beauty…
Added 23 mins ago
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Regional Service Agent
Allstate Canada
AB · Edmonton, AB
- Full-time
Through our Employee Value Proposition, Opportunity, Flexibility, Community, Diversity and Family, we have worked hard to develop and nurture a culture where employees feel valued,…
Added 23 mins ago
Business Banking Advisor (Mill Bay Branch)
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BC · Mill Bay, BC
We are currently seeking a Business Banking Advisor to join our team.
Added 23 mins ago
Lead, SAP Functional Solutions (Utility Metering & Customer Technology)
Liberty Utilities
Oakville, ON
…our customer focus, commitment to sustainability, and strong community partnerships. Our employees are at the heart of that vision. We believe that when people are empowered to learn, grow,…
Added 23 mins ago
AC
Marketing Advisor, Social Media
Air Canada
Toronto, ON · Dorval, QC
- Full-time
…thinking and feeling about the brand. In turn, the Marketing Advisor, Social interprets consumer feelings and thoughts and expresses the brand to the online community through active…
Added 23 mins ago
SD
Human Resources Business Partner - SDM Northern Alberta
Shoppers Drug Mart
Edmonton, AB
- Full-time
As the Human Resources Business Partner is an Internal Consultant/Advisor to regional resources and Associate-Owners for all Human Resources Management disciplines.
Added 38 mins ago
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Business Administration Support
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Burlington, ON
- Full-time
A client/advisor-focused attitude, with a commitment to providing extraordinary service.
Added 38 mins ago
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Mental Health and Substance Use Nurse (RN/RPN), Psychiatry Inpatient Unit - qathet General Hospital
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- $41.42 to $55.91 CAD / hour
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…be available. Apply today to speak to a Talent Acquisition…
Added 39 mins ago
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Member Experience Advisor - South Hill
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Red Deer, AB
- Part-time
We are hiring for a permanent, part-time Member Experience Advisor to join our Red Deer South Hill Branch!
Added 53 mins ago
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Mental Health and Substance Use Nurse (RN/RPN), Psychiatry Inpatient Unit - qathet General Hospital
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Added 53 mins ago
Public Sector Buildings - Greater Toronto Area Talent Community
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Added 53 mins ago
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Business Administration Support
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Burlington, ON
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Added 53 mins ago
SD
Human Resources Business Partner - SDM Northern Alberta
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AB · Edmonton, AB
- Full-time
As the Human Resources Business Partner is an Internal Consultant/Advisor to regional resources and Associate-Owners for all Human Resources Management disciplines.
Added 53 mins ago
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- Full-time
As a Distinguished Engineer at Capital One, you will be a part of a community of technical experts working to define the future of banking in the cloud.
Added 1 hour ago
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Member Advisor (Financial Advisor)
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Sudbury, ON
- Full-time
As a community-minded financial co-operative, Sudbury Credit Union is committed to the well-being of our employees, our members and our community. We serve over 15,000 Sudburians extending…
Added 1 hour ago
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Financial Advisor CIRO-ID (Urban)
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…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
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Added 1 hour ago
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Client Advisor
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Halifax, NS
- Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 1 hour ago
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This is a hands-on recruitment leadership role for someone who can operate as a true talent advisor while also owning the details of each search. The successful candidate will bring strong…
Added 1 hour ago
M
Senior Advisor, Stakeholder Relations
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Toronto, ON
- Full-time
We are currently seeking a Senior Advisor, Stakeholder Relations to join our Stakeholder Relations office within our Community, Communications & Stakeholder Relations division. The Senior…

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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