Associate

Job summary

The Associate will manage client accounts, ensure documentation compliance, and assist the Investment Advisor with portfolio management. They are also responsible for providing exceptional service to clients and introducing products to high-net-worth individuals.

Job details

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 Calgary is looking for a resourceful, efficient and collaborative individual who embraces technology to join our leading wealth management firm as an 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? 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. Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team. Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). 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: 333 7 AVE SW:CALGARY City: Calgary Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-09-18 Application Deadline: 2026-10-01 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 will manage client accounts, ensure documentation compliance, and assist the Investment Advisor with portfolio management. They are also responsible for providing exceptional service to clients and introducing products to high-net-worth individuals.

Requirements

Candidates must possess the Canadian Investment Regulatory Exam (CIRE) certification and demonstrate strong proficiency in Microsoft Office. Exceptional communication skills and a background in the securities industry are highly valued for this role.

Benefits

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock • Coaching and managing opportunities • Training program

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Organization skills · Preferred
• written communication · Preferred
• Account Management · Preferred
• Decision Making · Preferred
• Account Administration · 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
• Time management
• Organization skills
• Client service
• Verbal communication
• Written communication
• Wealth management
• Account administration
• Communication
• Planning
• Management
• English Language
• Problem Solving
• Decision Making
• Innovation
• Financial Services
• Private Banking
• Organizational Skills
• Microsoft Office
• Coaching
• Customer Success Management
• Time Management
• Account Management
• Wealth Management
• Resourcefulness
• Workplace Inclusivity
• Securities (Finance)
• Financial Risk
• Financial Regulations

Job areas

• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Administrative
• Associate
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors