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Added 17 mins ago
MD
Grants Specialist / Grants Specialist Intermediate
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Bachelor’s degree in business administration, accounting, finance may substitute for one year of experience or a related degree as determined by the agency; Associate’s degree may…
Added 4 hours ago
UO
Director, Administration
University of Victoria
Victoria, BC
- Full-time
Under the direction of the Dean, and in collaboration with Associate Deans and Chairs/Directors as applicable, the Director, Administration (DA) is responsible for the management of the…
Added 6 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 6 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 6 hours ago
NB
Wealth Associate
National Bank of Canada
Laval, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 7 hours ago
T
Customer Experience Associate
TD
Maple Ridge, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 7 hours ago
T
Personal Banking Associate Trainee - Repentigny
TD
Repentigny, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 7 hours ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Reporting to the Manager, Operations the Client Service Associate, Insurance and Investments, will be the ‘glue’ that binds all client relationships together. You will be the first voice…
Added 7 hours ago
M
Bilingual Associate, New Business – Individual
Manulife
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- Full-time
Manulife’s Individual Insurance team currently has an opportunity for a Bilingual Associate, New Business - Individual.
Added 9 hours ago
Financial Service Representative
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Added 10 hours ago
S
Senior Customer Experience Associate - Mount Forest (22.5 hours/week)
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Added 10 hours ago
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Added 11 hours ago
MI
Senior Associate, Nexus, Client Delivery
MUFG Investor Services
Halifax, NS
- Full-time
Accurately process transactions in our accounting system as required, understanding their impact on the NAV of the fund.
Added 11 hours ago
AC
Accounts Payable Coordinator
Aston Carter
AB · Edmonton, Alberta
- $20 to $23 CAD / hour
- Contract
Associate's degree or post-secondary education in Accounting, Finance, Business, or a related field.
Added 12 hours ago
TU
Undergraduate Admissions Coordinator
The University of British Columbia
Vancouver, BC
- $5,027 to $5,413 CAD / month
- Full-time
…receives functional direction and operational supervision from the Associate Director, Undergraduate Program. Works in coordination with the Graduate Programs Officer, and with other staff…
Added 13 hours ago
PC
Payroll Associate (Contract)
Pwc Canada
Toronto, ON
- Full-time
As a Payroll Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t limited to:
Added 13 hours ago
A
Associate, Multi-Unit Financing
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Calgary, AB · Edmonton, AB
- Full-time
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Added 15 hours ago
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Senior Associate, Audit – Relocate to Australia
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Toronto, ON
- Full-time
Are you an experienced Auditor looking for a role in Australia? We have an exciting opportunity for a Senior Associate to join our Audit team in Melbourne or Adelaide!
Added 15 hours ago
PI
Business Development Manager ( Inside Sales)
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- Full-time
PICTON Investments is presently seeking an ambitious, energetic, and relentlessly curious Associate, Inside Sales with a passion for providing investment solutions. The Associate will be a…
Added 16 hours ago
RB
Analyst, Trade Support
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…email, Webex, and Bloomberg Chat, working alongside the Senior Associate who serves as the primary point of…
Added 17 hours ago
WS
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- Full-time
Minimum Education: University bachelor’s degree or College Diploma in Business Administration, Commerce, Economics and/or Accounting & Finance.
Added 17 hours ago
AF
Associate, Multi-Unit Financing
ATB Financial
AB · Edmonton, AB
- Part-time
Ready to help shape Alberta’s multi-family landscape? As an Associate, Multi-Unit Financing, you will be an integral member of the ATB Commercial Real Estate team, directly supporting…
Added 17 hours ago
Customer Experience Associate - Hillside Shopping Centre, Victoria BC (22.5hrs/week)
Scotiabank
Victoria, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 17 hours ago
MI
Account Associate, Commercial Insurance
Masters Insurance
Remote, Canada
- Full-time
- Remote
Work Environment: This position offers a dynamic and fast-paced work environment where the Account Associate will be expected to manage multiple tasks simultaneously. The ability to adapt…
Added 17 hours ago
T
Personal Banking Associate Trainee
TD
Toronto, ON
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…

RBC

Investment Associate - Trading & Administration

Oakville, ON, Canada

$37,500.00 - $50,000.00 · Full-time

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Job details

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Apply by: Nov 13, 2026
Posting language: English
Posted: Oct 30, 2026

Original job description

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch located in Oakville is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Investment Associate.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

What will you do?

Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
Review portfolios regularly and re-balance them with guidance from the advisory team, manage TAC sheets, risk dashboard, bulk trading, IPS (new and updates).
Make recommendations for changes, switches (Advisor, A+, MF, other); track positions held; identify buy / sell opportunities; manage positions to be in line with models.
Follow-up on orders to ensure proper settlement and delivery.
Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
Effectively manage incoming communications from clients, Advisors and other internal and external partners.
Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.

What do you need to succeed?

Must-have

Canadian Investment Regulatory Exam (CIRE)
Strong skills working with business applications/technology, including Microsoft Office Suite
High quality time management and organization skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Exceptional verbal and written communication skills in English

Nice-to-have

Knowledge of RBC Dominion Securities’ systems and procedures
Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

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
An opportunity to make a difference and have a lasting impact on the lives of others
Work in a dynamic, collaborative, progressive, and high-performing team
The chance to 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:

435 NORTH SERVICE RD W:OAKVILLE

City:

Oakville

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-30

Application Deadline:

2026-11-13

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$37,500.00 - $50,000.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

1.0x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

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.

Join our Talent Community

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 Investment Associate will manage client portfolios, conduct market research, and ensure all account administration and documentation remain compliant. They will also act as a primary point of contact to provide proactive service and resolve client inquiries efficiently.

Requirements

Candidates must hold the Canadian Investment Regulatory Exam (CIRE) certification and possess strong proficiency in Microsoft Office. Exceptional communication skills and a demonstrated ability to provide high-quality client service are essential for success in this role.

Skills

Account management
Customer success
Decision making
Financial regulation
Group problem solving
Interpersonal relationships
Investment risk management
Portfolio management
Trading
Market research
Client service
Regulatory compliance
Time management
Communication
Microsoft Office Suite

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options
Coaching and development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Wealth Management
Trading
Administration
CIRE
Portfolio Management
Risk Dashboard
Compliance
Client Service
Market Research
Financial Services
RBC Dominion Securities
Account Documentation
Regulatory Requirements
Investment Advisor
Asset Management
Trading Settlement
Relationship Management

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