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Associate

@ RBC Dominion Securities Inc.

Regina, Saskatchewan

Temps plein
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En bref

RBC Dominion Securities is hiring an Associate for its Regina branch to support an Investment Advisor team with client service, relationship building and business growth. The role is full time, salaried at 37.5 hours per week, and requires CIRO Registered Representative approval.

Responsabilités :

  • Support Investment Advisor team and clients
  • Review private banking deal execution
  • Introduce products to high net worth clients
  • Coordinate client meetings and events
  • Manage client account inquiries and follow-ups

Résumé des exigences :

  • CIRO Registered Representative approval
  • WME or IMT course completion
  • University degree or relevant work experience
  • Strong Microsoft Office skills
  • 4+ years investment industry experience preferred

Outils et compétences

Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-11-08
Première détection par notre source
2026-11-09
Mise à jour du dossier source
2026-11-09

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineFinance et comptabilité
Heures par semaine37.5
Horairejour
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsCIRO Registered Representative, WME, IMT
FormationBaccalauréat (préféré)
Avantages mentionnésHoraire flexible, Prime de rendement, Actions ou participation

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

RBC Dominion Securities Inc.

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.

Abonnés LinkedIn
55 794
Personnes associées sur LinkedIn
6 107
Bureaux déclarés
  • 155 Wellington Street West, Toronto, ON M5V 3K7, CA
Autres noms enregistrés
  • RBC Dominion Securities
Spécialités
  • Investing and Portfolio Management
  • Estate Planning
  • Retirement Planning
  • Business Financial Planning
  • Not-For-Profit Organizations
  • and High-Net-Worth Portfolios
Le profil indique une agence de recrutement
Non

At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and…

ChampValeur
SecteurInvestment Management
Taille5,001-10,000 employees
Siège socialToronto, ON
Type d’organisationPublic Company
Fondée en1901
SpécialitésInvesting and Portfolio ManagementEstate PlanningRetirement PlanningBusiness Financial PlanningNot-For-Profit Organizationsand High-Net-Worth Portfolios
Offres sur Jobsy134
LinkedInVoir la page
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 Regina RBC Dominion Securities branch is seeking talented, self-directed individuals with a growth- and goals-oriented mindset to join us in our pursuit of helping our clients thrive and communities prosper.


As an Associate, you will work with an Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping deepen existing relationships and welcome new clients to the firm. Identifying new opportunities and helping to grow the business will be a key and exciting part of your role.


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.
  • Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your understanding of the business and client needs, you will help determine agenda and key topics, prepare documentation, execute post-meeting work and attend client meetings when required.
  • Effectively respond to client account inquiries and take ownership of follow-ups.
  • 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.
  • Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners.
  • Trading and / or portfolio rebalancing support.
  • Support both the advisory team and our clients throughout the Wealth Management process. Coordinate activities with internal Wealth Management specialists, manage documentation, track progress and follow up.

What do you need to succeed?

Must-have

  • Approval as a Registered Representative (RR) with CIRO
  • Successful completion of the Wealth Management Essentials (WME) course or Investment Management Techniques (IMT)
  • University degree +/or relevant work experience
  • Strong skills working with business applications/technology, including Microsoft Office Suite

Nice-to-have

  • 4 years or more of professional experience within the investment industry
  • Meticulous attention to detail and strong problem solving and analytical skills
  • Highly developed client service skills

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
  • The opportunity to work as part of a dynamic, collaborative, progressive team and high-performing team
  • Challenging work that will help you grow professionally
  • Ongoing opportunities to build close relationships with clients

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

2010 12 AVE:REGINA

City:

Regina

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-09

Application Deadline:

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.

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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.

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