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Added 9 mins ago
A
Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership,…
Added 39 mins ago
D
Wealth Management Advisor
Desjardins
Disraeli, QC · Caisse Desjardins du Carrefour des lacs
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 39 mins ago
D
Wealth Management Advisor
Desjardins
Longueuil, QC
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 54 mins ago
Director, AI Wealth Enablement
The Canada Life Assurance Company
London, ON · Toronto, ON · ON · Mississauga Ontario, ON
…where AI can improve outcomes and efficiency as related to advisor experience, dealer processes, compliance needs, and other wealth…
Added 54 mins ago
FC
Product Owner, Wealth Digital Experience
Fidelity Canada
Vancouver, BC · Mississauga, ON · Toronto, ON
- Full-time
Fidelity Wealth is a wealth management service designed to help advisors navigate succession planning. We offer retiring advisors a fair valuation for their business and ensure a seamless…
Added 1 hour 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 1 hour ago
RB
Associate
Royal Bank of Canada
West Vancouver, BC
- Full-time
Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.
Added 1 hour ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Toronto, ON
- Full-time
…providing operational and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are…
Added 1 hour 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 1 hour ago
ScotiaMcLeod Administrative Associate, Laval
Scotiabank
Laval, QC
Support the growth of the business by managing tracking reports for Wealth Advisor to review targets, recommendations, and financial plans/concepts
Added 1 hour ago
D
Advisor, Securities
Desjardins
Hawkesbury, ON · Gatineau, QC
- Full-time
…strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You help develop and maintain business…
Added 2 hours ago
C
Senior Partner, Learning & Talent Development
Croesus
Laval, QC
- Full-time
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming…
Added 2 hours ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Levis, QC · Quebec, QC · Trois-Rivières, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 2 hours ago
Manager, Strategic Partnerships & Growth
Scotiabank
Ottawa, ON
Working across Scotia Wealth Management and the broader Bank, the Manager brings together the right capabilities to create differentiated partnership propositions that deliver measurable…
Added 2 hours ago
ScotiaMcLeod Senior Associate
Scotiabank
Montreal, QC
As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 2 hours ago
Financial Advisor, Investment & Retirement Planning (Canada)
Scotiabank
Edmonton, AB
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 2 hours ago
CF
Consultant, Advisor Development
CI Financial
Toronto, ON
- Full-time
Reporting to the VP of Practice Management of CIGAM, the Consultant, Advisor Development is responsible for delivering consultations, workshops, and educational programs that help financial…
Added 2 hours ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Trois-Rivières, QC · Greater Trois-Rivieres Metropolitan Area
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 2 hours ago
OH
Internal Wholesaler
Oak Hill Financial
Toronto, ON
- Full-time
- Wealth management, capital markets, or alternatives
Added 2 hours ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Quebec, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 2 hours ago
SQ
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sunlife Québec
Levis, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 2 hours ago
JC
Asset Management - Institutional Sales Associate, Canada
JPMorgan Chase & Co.
Toronto, ON
- Full-time
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with…
Added 3 hours ago
MC
Assistant Manager, Wealth Sales Support
Meridian Credit Union
St. Catharines, ON · Toronto, ON · Etobicoke, ON
- Full-time
The role: Reporting to the Manager, Wealth Sales Support, the Assistant Manager, Wealth Sales Support leads the Mutual Fund Support Representatives who provide day-to-day operational and…
Added 3 hours ago
WT
Senior Manager, Advice Innovation & Experience (16-month Fixed Term Contract)
Wealthsimple Technologies
Remote, Canada
- $156,000 to $195,000 CAD / year
- Full-time
- Remote
Define what "5-star" client experiences look like in wealth management. Draw on deep knowledge of premium service (luxury hospitality, high-end retail, or elite financial services) to…
Added 3 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…

RBC

Associate

Kamloops, BC, Canada

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

Apply About employer

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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.

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

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