Associate

Job summary

The Associate provides administrative support to Investment Advisors by managing client accounts, preparing reviews, and handling client inquiries. They are also responsible for executing private banking deals and ensuring the proper settlement and delivery of client trades.

Job details

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. 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.

What you’ll do

The Associate provides administrative support to Investment Advisors by managing client accounts, preparing reviews, and handling client inquiries. They are also responsible for executing private banking deals and ensuring the proper settlement and delivery of client trades.

Requirements

Candidates must have a post-secondary education, completion of the Canadian Investment Regulatory Exam (CIRE), and proficiency in Microsoft Office. Relevant experience in financial services and strong organizational skills are required.

Benefits

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock options • Coaching and development • Training program

Listed skills

• Administrative Support · Preferred
• Account Management · Preferred
• Decision Making · Preferred
• Client Relationship Management · Preferred
• Microsoft Office Suite · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account Management
• Customer Success
• Decision Making
• Financial Regulation
• Group Problem Solving
• Interpersonal Relationships
• Investment Risk Management
• Microsoft Office Suite
• Client Relationship Management
• Administrative Support

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative