Associate

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 Winnipeg branch is looking for a resourceful, efficient and collaborative individual to join our team as an Associate. What will you do? Help manage incoming communications from clients, Advisors and other internal and external partners. 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 respond to client account inquiries and take ownership of follow-ups. Manage competing priorities with ease, demonstrating a keen sense of organization and time management Excel in operational excellence to drive efficiency, streamline processes, and ensure exceptional execution. Complete administrative and operational tasks to support the Advisor: process incoming and outgoing funds, coordinate client meetings and prepare material for the Advisor, process account opening and maintenance documentation, etc. Identify order issues and determine appropriate course of action for effective resolution. Help build and execute business plans, client segmentation exercises, and client service plans. Identify opportunities for asset consolidation and referrals across the existing client base Support your advisory team with new client acquisition. What do you need to succeed? Must-have Excellent communication skills, both verbal and written Proficiency with Microsoft Office Suite Relevant experience in the financial services industry Meticulous attention to detail and strong organizational skills Nice-to-have Canadian Investment Regulatory Exam, CIRE Post Secondary Education (College or University) 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: 740 ROSSER AVE:BRANDON City: Brandon Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-03-10 Application Deadline: 2026-09-10 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.

The Associate will manage client communications, resolve inquiries, and provide proactive service while supporting Advisors with administrative and operational tasks. They will also assist in executing business plans, client segmentation, and new client acquisition efforts.

Candidates must have excellent communication skills, proficiency in Microsoft Office, and relevant experience in the financial services industry. A post-secondary education and Canadian Investment Regulatory Exam (CIRE) certification are considered assets.

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock

• Time managementPreferred
• Customer servicePreferred
• Attention to detailPreferred

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
• Communication skills
• Microsoft Office Suite
• Financial services
• Attention to detail
• Organizational skills
• Time management
• Operational excellence
• Client service
• Asset Consolidation
• Resourcefulness
• Workplace Inclusivity
• Customer Success Management
• Organizational Skills
• Account Management
• Brokerage
• Management
• Decision Making
• Customer Acquisition Management
• Customer Service
• Communication
• Financial Services
• Financial Regulations
• Financial Risk
• Innovation
• Problem Solving
• Microsoft Office
• Operational Excellence
• Wealth Management
• Coaching
• Time Management
• Securities (Finance)
• Enthusiasm
• Detail Oriented

• Finance & Accounting
• Customer Service & Support
• Administrative
• Management & Leadership
• Associate
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents

Minimum education

Bachelor’s degree

Minimum experience

2+ years

Apply by

Sep 10, 2026

Posting language

English

Working hours

38 hours per week