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Estate Planning Associate (Insurance)
TD
Waterloo, ON
Full-time
In this role you will be responsible for providing quality administrative & sales support to TD Wealth Sales Channels to ensure all new insurance applications, pending underwriting cases…
Wealth Administrator St John's NFLD or Sydney NS
Scotiabank
St. John's, NL
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…
Wealth Administrator St John's NFLD or Sydney NS
Scotiabank
St. John's, NL
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…
Wealth Administrator St John's NFLD or Sydney NS
Scotiabank
St. John's, Newfoundland and Labrador
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…
Client Service Associate London, ON
Scotiabank
London, ON
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…
Added 6 hours ago
District Sales Associate
Mackenzie Financial Corporation
Calgary, AB
Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 6 hours ago
District Sales Associate
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Added 6 hours ago
District Sales Associate
Mackenzie Financial Corporation
Vancouver, BC
Other
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over…
Private Banking Associate
National Bank of Canada
Vancouver, BC
Full-time
…clients with personal banking and business needs as well as wealth management, estate and tax…
Private Banking Associate
CIBC
Burlington, ON · WM BURLINGTON - HARVESTER
Full-time
Administrative Support – Balance cash holdings, branch clearings, and all associated debits and credits for transactions posted. Oversee and manage administration including maintenance of…
Associate Trust Officer (Evergreen)
Raymond James
Vancouver, British Columbia · Toronto, Ontario · Montreal, Quebec
Full-time
…services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust, and agency services to clients of RJL, its correspondent services…
Trust Administrator (Evergreen)
Raymond James Ltd.
Toronto, ON
Full-time
…services to Canadians seeking customized solutions to their wealth management needs. STC provides personal estate, trust, and agency services to clients of RJL, its correspondent services…
Trust Administrator (Evergreen)
Raymond James Ltd.
Vancouver, British Columbia
Full-time
…services to Canadians seeking customized solutions to their wealth management needs. STC provides personal estate, trust, and agency services to clients of RJL, its correspondent services…
Added 1 day ago
Senior Trust Officer
Raymond James
Vancouver, BC
Full-time
…services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust, and agency services to clients of RJL, its correspondent services…
Senior Trust Officer
Raymond James Ltd.
Vancouver, BC
Full-time
…services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust, and agency services to clients of RJL, its correspondent services…
Senior Trust Officer (Evergreen)
Raymond James Ltd.
Vancouver, BC
Full-time
…services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust, and agency services to clients of RJL, its correspondent services…
Senior Trust Officer (Evergreen)
Raymond James
Vancouver, BC
Full-time
…services to Canadians seeking customized solutions to their wealth management needs. ST provides personal estate, trust, and agency services to clients of RJL, its correspondent services…
Added 20 hours ago
Associate, Private Client Group
Beutel, Goodman & Company Ltd.
Toronto, ON
Full-time
The Associate will work closely with Portfolio Managers to support high-net-worth clients within the Beutel Goodman Private Client Group (PCG). As a key contact for administrative matters,…
Associate
RBC
Edmonton, AB
Full-time
The Dominion Securities Branch in Edmonton is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing…
Associate
RBC Dominion Securities
Edmonton, AB
Full-time
The Dominion Securities Branch in Edmonton is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing…
Associate
Royal Bank of Canada
AB · EDMONTON, Alberta
Full-time
The Dominion Securities Branch in Edmonton is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing…
Team Manager (Advisor Team)
Wellington-Altus
Saskatoon, SK
Full-time
Act as a general administrative and operational resource for Associates and Advisors (ex: printing statements, tax slips)
Associate
RBC
Vancouver, BC
Full-time
The RBC Dominion Securities branch located in Vancouver is looking for an Associate to provide concierge level administrative support to a successful Advisory Team.
Associate
RBC Dominion Securities
Vancouver, BC
Full-time
The RBC Dominion Securities branch located in Vancouver is looking for an Associate to provide concierge level administrative support to a successful Advisory Team.
Associate
Royal Bank of Canada
Vancouver, BC
Full-time
The RBC Dominion Securities branch located in Vancouver is looking for an Associate to provide concierge level administrative support to a successful Advisory Team.

RBC

Associate

Edmonton, AB, Canada

Job type: Full-time
Apply by: Sep 22, 2026

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

The Associate will support an advisory team by managing client accounts, responding to inquiries, and ensuring the efficient execution of private banking deals. They are also responsible for preparing client reviews, maintaining accurate documentation, and monitoring trade settlements.

Requirements

Candidates must possess a post-secondary education and have completed the Canadian Investment Regulatory Exam (CIRE). Proficiency in Microsoft Office and strong organizational skills are required, with preference given to those with prior brokerage or financial services experience.

Experience

2 to 5 years

Education

bachelor degree

Working hours

38 hours per week

Work arrangement

On-site

Skills

Account management
Customer success
Decision making
Financial regulation
Group problem solving
Interpersonal relationships
Investment risk management
Communication skills
Microsoft office suite
Organizational skills
Attention to detail
Client relations
Administrative support

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options
Training program

Visa sponsorship

Not detected in the job text

Keywords

Dominion Securities
Private banking
Investment advisor
Financial services
CIRE
Client accounts
Account management
Customer success
Microsoft Office
Wealth management
High net worth clients
Trade settlement
Administrative support
Financial regulation
Investment risk management
Communication
Organizational skills
Retail brokerage

Original job description

Job Description

What is the opportunity?

The Dominion Securities Branch in Edmonton is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
Monitors private banking business performance and market conditions when implementing new private banking services.
Introduces products and services to high net worth clients.
Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
Supports the Investment Advisors in general administrative duties in the management of client accounts
Supports the Investment Advisors in the preparation of client reviews and presentations
Requests information and documentation from clients in order to open accounts and keep client files up to date
Follows up on client trades to ensure proper settlement and delivery
Monitors all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must-have

Post Secondary Education (College or University)
Excellent communication skills, both verbal and written
Proficiency with Microsoft Office Suite
Completion of the Canadian Investment Regulatory Exam, CIRE
Relevant experience in the financial services industry
Meticulous attention to detail and strong organizational skills

Nice-to-have

Dominion Securities (DS) or Retail Brokerage work experience
Enthusiastic, committed, and entrepreneurial spirit

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
A world-class training program in financial services

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

1074 103A ST SW:EDMONTON

City:

Edmonton

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-09

Application Deadline:

2026-09-23

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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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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