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Added 5 mins ago
A
Service Delivery Manager
Avanade
Toronto, ON
- Full-time
…Avanade provides a reasonable range of compensation, based on full-time employment, for roles that may be hired as set forth…
Added 5 mins ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
Provincial Health Services Authority
Surrey, BC
- Part-time
…Community Treatment team (FACT). FACT is a newly established service delivery model intended for clients with enhanced care needs who are involved in the criminal justice system. The FACT…
Added 5 mins ago
BA
SALES - PRODUCT ADVISOR
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
Sales is not your typical Monday to Friday job, customer satisfaction is your number one priority. The role is a full time position and includes working one evening per week (Monday or…
Added 5 mins ago
BB
Associé(e) des ventes au détail (Temps plein) / Retail Sales Associate (Full Time)
Best Buy Canada
Mascouche, QC
- Full-time
Aider les clients à trouver le produit ou le service idéal et répondre à leurs questions
Added 20 mins ago
RB
Client Advisor - Brampton (Bilingual: Arabic, Tagalog)
Royal Bank of Canada
ON · BRAMPTON, Ontario
- Full-time
…moments that matter. We value each person’s unique customer service style and encourage you to bring your best to our clients every…
Added 20 mins ago
RB
Client Advisor - Brampton & Mississauga (Bilingual: Mandarin, Cantonese, Arabic, Tagalog)
Royal Bank of Canada
Mississauga, ON
- Full-time
Client Advisor - Mississauga (Bilingual Mandarin/ Cantonese, Arabic, Tagalog)
Added 20 mins ago
S
Associate Customer Success Manager - French
ServiceNow
Montreal, QC
- Full-time
This is the level at which the CSM operates as a confident advisor - overriding agent-recommended plays where customer context demands, leading Customer Business Reviews at Director and…
Added 35 mins ago
CU
Full Stack Web/Multimedia/Mobile Developer
Carleton University
Ottawa, ON
- Other
…update your current union status in your candidate profile each time you apply for a vacant position. Internal “unionized” candidates with priority status will be given first consideration.…
Added 50 mins ago
OA
Reception Associate - OpenRoad Audi Boundary
OpenRoad Auto Group
Burnaby, BC
- Full-time
Comprehensive extended health and dental plan (applicable for full-time positions only)
Added 1 hour ago
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Director, Employee and Labour Relations
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
Applications must be submitted by 11:59pm MST on the day before the posting end date shown above, as Workday automatically closes postings at that time.
Added 1 hour ago
Senior Member Experience Advisor (MAC)
First West
Langley (District), BC · Langley, BC
The Senior Member Experience Advisor (MAC) delivers exceptional service and advice to a diverse range of members across all divisions. This role focuses on providing proactive, holistic…
Added 1 hour ago
R
Banking Advisor - Brampton & Mississauga (Bilingual: Mandarin, Cantonese, Arabic, Tagalog)
RBC
Brampton, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 hour ago
R
Evergreen Client/Banking Advisor
RBC
Cochrane, AB
- Full-time
Client Advisor Intern – Job ID Code 2251 | Client Advisor – Job ID Code 2252
Added 1 hour ago
C
Associate Financial Advisor (Multiple Locations)
CIBC
Barrie, ON · Belleville, ON · Brampton, ON · Burlington, ON · Cornwall, ON · Hamilton, ON · Kingston, ON · London, ON · Milton, ON · Mississauga, ON · Niagara Falls, ON · Oakville, ON · Oshawa, ON · Ottawa, ON · Peterborough, ON · St. Catharines, ON · Toronto, ON · Vaughan, ON
- Full-time
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.
Added 1 hour ago
CU
Co-op Student Advisor
Carleton University
Ottawa, ON
- Other
…update your current union status in your candidate profile each time you apply for a vacant position. Internal “unionized” candidates with priority status will be given first consideration.…
Added 1 hour ago
CU
Career Consultant
Carleton University
Ottawa, ON
- Other
…update your current union status in your candidate profile each time you apply for a vacant position. Internal “unionized” candidates with priority status will be given first consideration.…
Added 1 hour ago
CC
Financial Advisor
Conexus Credit Union
Paradise Hill, SK
- Full-time
As a full-time Financial Advisor working at our Paradise Hill Branch, with required travel to our St. Walburg Branch, you are responsible for understanding our members’ financial goals and…
Added 1 hour ago
A
Parts Advisor - Grande Prairie Nissan
AutoCanada
Grande Prairie, AB
- Other
Classification: Full-Time, Onsite, Immediate Vacancy
Added 1 hour ago
SW
ScotiaMcLeod Senior Associate
Scotia Wealth Management
Montreal, QC
- Full-time
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 1 hour ago
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Delivery Finance Advisor (T & I) (Telework/Hybrid)
Radio-Canada
Montreal, QC
- Full-time
Behind the scenes, but ahead of the curve: help us develop the next-generation public service media organization.
Added 1 hour ago
Coordinator/Administrator
Spartan Controls Ltd.
Edmonton, AB
We are currently recruiting for Service Advisor / Service Coordinator in Edmonton. This includes general administrative tasks such as scheduling, quoting, invoicing and general coordination.
Added 2 hours ago
D
Senior Manager- Clean Economy
Deloitte
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Initially, through interaction with clients and the client service teams, you will be involved with consulting and preparing claims related to the Clean Economy ITCs. As these ITCs are…
Added 2 hours ago
M
Retail Sales Associate (Advisor) - Whistler
MEC
Whistler, BC
- $19.35 to $20.2 CAD / hour
- Internship
Retail Sales Associate (Advisor) – Full Time, Part Time & Flex
Added 2 hours ago
D
Senior Manager- Clean Economy
Deloitte
Fredericton, NB
- Full-time
Initially, through interaction with clients and the client service teams, you will be involved with consulting and preparing claims related to the Clean Economy ITCs. As these ITCs are…
Added 2 hours ago
D
Senior Manager- Clean Economy
Deloitte
Saint John, NB
- Full-time
Initially, through interaction with clients and the client service teams, you will be involved with consulting and preparing claims related to the Clean Economy ITCs. As these ITCs are…

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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