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Added 32 mins ago
D(
HR Advisor – Fixed-Term Until July 2028
DWF (Canada)
Toronto, ON
- Full-time
DWF takes pride in cultivating a collegial workplace that promotes teamwork, professional development, and social connection among staff and lawyers alike. We believe people thrive when…
Added 47 mins ago
M
Cloud and AI Partner Solution Specialist
Microsoft
Goodwood, ON
- Full-time
…partner portfolio. Your role will involve acting as a trusted advisor and business leader, developing the business strategy between Microsoft and your partners. You will also enhance your…
Added 47 mins ago
U
Principal Sales Performance Coach
UKG
Remote, Canada
- Full-time
- Remote
…sellers to strengthen sales execution, accelerate capability development, and drive measurable business…
Added 1 hour ago
PC
Resourcing and Deployment Manager, Deals
PwC Canada
Toronto, ON
- Full-time
…forecasting, utilisation, and workload balance while considering development and diversity…
Added 1 hour ago
RO
Advisor, Water and Wastewater Strategic Infrastructure Planning
Region of Peel
Brampton, ON
- Contract
The Advisor supports the Water and Wastewater Asset Management team in strategic infrastructure planning and integrated asset management. This role provides expert advice and leadership in…
Added 1 hour ago
MD
Chief of Operations - Core Operations Director
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Minnesota Management and Budget (MMB) is seeking a Chief of Operations to provide executive leadership for the agency’s internal operations and serve as a key advisor to the Commissioner…
Added 1 hour ago
Financial Advisor - Yonge & 16th (37.5 hours/week)
Scotiabank
Richmond Hill, ON
You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal…
Added 1 hour ago
PI
Business Development Manager ( Inside Sales)
PICTON Investments
Calgary, AB · Greater Calgary Metropolitan Area
- Full-time
…in Ontario™ 2024 - 2025 | Best Workplaces™ for Professional Development 2025 | Best Workplaces™ for Young Talent…
Added 1 hour ago
JH
Director, Total Rewards
JUST HR
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Serve as a strategic advisor on Total Rewards to senior leadership and the Board of Directors, building credibility and trust.
Added 1 hour ago
FT
Employee Relations Specialist
Fountain Tire
Edmonton, AB
- Other
About the Role:As the primary trusted advisor to our Store and Field Managers, you will play a critical role in supporting employee relations across the organization. You will provide…
Added 2 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 2 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
ON · Ontario, Canada
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 2 hours ago
BM
Human Resources Advisor - Year-Round - Full-Time
Blue Mountain Resort
The Blue Mountains, ON
- Full-time
The Human Resources Advisor exemplifies our culture of creating revolutionary guest experiences and contributes positively toward uniting the team around purpose and fun. The purpose of…
Added 2 hours ago
TH
HR Generalist - Hybrid (6-Month Contract)
The Headhunters Recruitment
AB · Edmonton, AB
- Full-time
…organization is known for its collaborative culture, strong leadership team, and commitment to making a positive…
Added 2 hours ago
AW
Compliance Officer, Temporary - 12 Months
Aviso Wealth
Remote, Canada
- $83,000 to $90,000 CAD / year
- Temporary
- Remote
…leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who…
Added 2 hours ago
LC
Business Relationship Manager - Waterloo
Libro Credit Union
Waterloo, ON
- Full-time
Libro invests in our employee’s development and career ambitions. We value candidates who are accountable, courageous, inclusive, driven to perform and have a passion for supporting people,…
Added 2 hours ago
IW
Senior Specialist Process Management and Administration
IG Wealth Management
Quebec, QC
- Full-time
Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three…
Added 2 hours ago
F
Director, Measurement & Analytics
Flywheel
Toronto, ON
- Full-time
…engagements for the world’s leading brands, and contribute to the development of innovative solutions and strategic analysis for client…
Added 2 hours ago
OM
Associate Director, Search
Omnicom Media
Toronto, ON
- Full-time
Lead development of full-funnel paid search strategies aligned to client business objectives
Added 2 hours ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
…leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who…
Added 2 hours ago
ST
Corporate Travel Team Lead (Sabre Specialist)
Snowstorm Technologies
Vancouver, BC
- Full-time
…Advisors. This role combines hands-on travel consulting with team leadership responsibilities, ensuring exceptional service delivery to corporate clients while supporting day-to-day travel…
Added 3 hours ago
D
Product Owner, Product management
Desjardins
Montréal-Ouest, QC
- Full-time
…others will therefore be an essential skill. You will play a leadership role when interacting with your squads and the various stakeholders involved in planning, feasibility and development…
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 –…
Added 3 hours ago
S
HR Advisor specialized in labor relations
Safran
Mirabel, QC
- Full-time
Ongoing training to support your professional development
Added 3 hours ago
FA
Technical Sales Engineer - General Industry
FANUC America Corporation
Blainville, QC
- $93,000 to $138,000 CAD / year
- Full-time
…application. The successful candidate is a trusted technical advisor who can effectively communicate with end users and integrators throughout the sales…

RBC

Investment Associate - Trading & Administration

Oakville, ON, Canada

$37,500.00 - $50,000.00 · Full-time

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Applications open in a new tab.

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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