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Store Manager, Gardenland Parts & Supply
Co-op
Morden, MB
- Full-time
The Store Manager plays a key role in serving customers and building strong relationships with farmers, commercial businesses, and industrial clients. Success in this role requires…
Added 14 mins ago
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Maintenance Manager- 6 Month Contract
COGIR Real Estate
Winnipeg, MB
- Full-time
Coaching and Mentoring: We are committed to your ongoing growth and development. You will have the opportunity to work closely with our Regional and National teams, who will provide…
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Production Planner
Techo-Bloc
Longueuil, QC · Saint-Hubert, QC
- Full-time
Weekly one-on-ones with your manager to tackle challenges, celebrate wins and plan your growth
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Project manager - Aerospace
Capgemini Engineering
Montreal, QC
- Full-time
Capgemini Engineering is seeking a Bilingual - Project Manager ( French & English - written and spoken) to join the Project Management team in Mirabel, Québec for Aerospace Domain. In this…
Added 14 mins ago
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Account Manager
Klipboard
Oakville, ON
- Full-time
To maintain and develop existing customers through appropriate propositions and ethical sales methods to optimise the quality of service, business growth, and customer satisfaction.
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CT
Roofing Services Manager
CSG Talent
Vaughan, ON
- $120,000 to $170,000 USD / year
- Full-time
A well-established commercial roofing contractor in Ontario is seeking an experienced Roofing Service Manager to oversee and develop its roofing service, repair, and maintenance operations.…
Added 45 mins ago
TC
Learning & Development Manager
Takeda Canada Inc.
Toronto, ON
- Full-time
The role contributes to building a workplace focused on innovation, future readiness, and best-in-class customer experiences, while striving for and fostering a culture of continuous growth…
Added 1 hour ago
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Field Service Engineer
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ON · Essex, ON
- Full-time
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Merchandise Processing Team Member - North Bay (Full-Time)
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- $17.95 CAD / hour
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Category Manager - Underground and Tree Care
Brandt Group of Companies
Regina, SK
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Due to continued growth, Brandt is currently seeking a Category Manager -Underground and Tree Care. You are the key player in the growth and development of the applicable commodity for…
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Skywise - Business Applications & Development Tools Manager
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Waterloo, ON
- Full-time
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Service Advisor - Temporary
Inland Truck & Equipment
Prince George, BC
- Full-time
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Added 1 hour ago
SA
Field Service Technician, Machine Tools
Source Atlantic Limited
AB · Alberta, Canada
- $70,000 to $95,000 CAD / year
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Be the hands-on field service expert manufacturers rely on, delivering CNC repair, maintenance, and installation at customer sites across Western Canada
Added 1 hour ago
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AI Solution Specialist (Canada)
Source.ag
Canada
- Full-time
…idea to impact. The people who thrive here love solving hard customer problems, bring a growth mindset that's always eager to learn, and don't mind rolling up their sleeves for operational…
Added 1 hour ago
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Field Service Technician, CNC Machine Tools
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ON · Ontario, Canada
- $70,000 to $95,000 CAD / year
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Added 1 hour ago
SA
Field Service Technician, Machine Tools
Source Atlantic Limited
ON · Ontario, Canada
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Proactive Monitoring Spec.
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Field Service Technician, CNC Machine Tools
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AB · Alberta, Canada
- $70,000 to $95,000 CAD / year
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A/P Administrator
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Financial Manager
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IT Internal Auditor
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Manager, Internal Controls
Husky Technologies
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Financial Manager - PLM (Product Line Mgmt)
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Systems and Applications Engineer
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- Full-time
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RBC

Investment Associate

Kamloops, BC, Canada

The expected base salary range for this position is $50,000 - $60,000. · Full-time

Apply About employer

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Job details

Pay: The expected base salary range for this position is $50,000 - $60,000.
Job type: Full-time
Apply by: Nov 15, 2026
Experience: 4 years or more of professional experience within investment industry
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 branch located in Kamloops BC is seeking an Investment Associate (Trade Execution Specialist) to join a successful Private Investment Management Team. You will execute all portfolio trading and support the Portfolio Manager in keeping portfolio models up to date.

What will you do?

Execute model portfolio changes (Trading Execution)
Exchange foreign currency when needed
Keeping models up to date on a weekly/monthly basis
Reviewing cash balances (debits & credits) for investment or debit coverage for discretionary and non-discretionary accounts
Execute all other trading for team members. (i.e. post client review portfolio changes, monthly AFT & RIF payments, on off EFTs & bank wires) – Trade Execution only
Debit forecasting – Reviewing accounts to ensure cash balances for quarterly fees
Reviewing and maintaining Private Investment Management (PIM) Dashboard. Keeping client accounts on side with regards to their current Investment Policy Statement (IPS).
Reviewing and maintaining the MRGD reports for investment of funds (i.e. deposits, contributions, PACs).
Reviewing and executing on any reorg notices

What do you need to succeed?

Must-have

Approval as an Investment Representative (IR) with IIROC and/or CFA 1
Exceptional written and verbal communication skills
Meticulous attention to detail and strong problem solving and analytical skills
Strong Microsoft Office skills

Nice-to-have

4 years or more of professional experience within investment industry
Highly-developed technical skills

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
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work

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 $50,000 - $60,000.

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:

2026-11-15

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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More about this job

Responsibilities

The Investment Associate will execute portfolio trading, manage model updates, and monitor cash balances for discretionary and non-discretionary accounts. They are also responsible for maintaining the Private Investment Management dashboard and ensuring client accounts align with their Investment Policy Statements.

Requirements

Candidates must hold an Investment Representative approval with IIROC or a CFA 1 designation. Strong analytical skills, proficiency in Microsoft Office, and at least 4 years of professional investment industry experience are preferred.

Skills

Trade execution
Portfolio management
Investment representative
Financial analysis
Cash management
Microsoft Office
Problem solving
Analytical skills
Communication
Attention to detail
Investment policy statement
Currency exchange
Debit forecasting
Reorganization notices

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
RBC Dominion Securities
Trade Execution
Portfolio Management
IIROC
CFA
Wealth Management
Private Investment Management
PIM
IPS
MRGD reports
AFT
RIF
EFT
Investment Representative
Financial Services
Cash Balances
Debit Forecasting
Reorg Notices
Microsoft Office
Analytical Skills
Problem Solving
Communication
Investment Industry

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