Associate

Job Description What is the opportunity?

The RBC Dominion Securities Kamloops branch is currently seeking a licensed Associate to assist an established Private Investment Management (PIM) team. The successful candidate will possess a passion for service excellence and thrive in a dynamic and fast-paced team environment.

Provide world class client service to our valued clients

About Rbc

• 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.
• What’s in it for you?

Enables collective achievement of our strategic goals

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.

Responsibilities

• Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where necessary Follow-up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity through internal reports and applications

Utilize contact management system for daily task management

• Respond to client account inquiries and remain accountable to follow up, as required
• Proactively contact clients to ensure accounts are accurate, up-to-date and compliant
• Support advisory team and client through the wealth management process.
• Help gather relevant info, documents, and questionnaires.
• Enter data into specific applications (e.g., myGPS).
• Track progress and follow-up.
• Maintain audit of wealth management activities and priorities to inform new opportunities with clients.
• Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up.
• Liaise with branch management team for updates on and progress with wealth management initiatives Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

Requirements

• What do you need to succeed?

Exceptional client service skills and experience

• Canadian Investment Regulatory Exam, CIRE Administrative experience preferably from another firm Nice-to-have Knowledge around Dominion Securities systems an asset
• Undergraduate degree The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate
• Work in a dynamic, collaborative, progressive, and high-performing team

Pay

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

The expected base salary range for this position is $38,000 - $50,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture

Benefits

• 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

• Generates sustainable shareholder returns and above market shareholder value
• 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.
• 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 .

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management Additional Job Details Address: 186 VICTORIA ST:KAMLOOPS City: Kamloops Country: Canada Work hours/week: 37.5 Employment Type: Full time

Platform

WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-27 Application Deadline: 2026-11-13 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.

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.