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Publié il y a 3 jours

Associate

@ RBC Dominion Securities Inc.

Edmonton, Alberta

Temps plein
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RBC Dominion Securities is hiring an Associate for its Edmonton branch to support Investment Advisors with client service, account administration and new client acquisition. The role is full time, 37.5 hours per week, salaried, with a Total Rewards Program including bonuses, flexible benefits and possible commissions and stock.

Responsabilités :

  • Manage client and advisor communications
  • Process account opening and maintenance documentation
  • Coordinate client meetings and prepare advisor materials
  • Respond to client account inquiries and follow up
  • Support new client acquisition

Résumé des exigences :

  • Completed Canadian Investment Regulatory Exam (CIRE)
  • Excellent verbal and written communication
  • Proficiency with Microsoft Office Suite
  • Relevant administrative or financial services experience
  • Meticulous attention to detail and organization

Outils et compétences

Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-11-03
Première détection par notre source
2026-10-08
Mise à jour du dossier source
2026-11-04

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

Détails du poste

NiveauDébutant
DomaineOpérations
Heures par semaine37.5
Horairejour
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Permis et certificationsCanadian Investment Regulatory Exam (CIRE)
FormationCollégial (DEC) (préféré), Baccalauréat (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 RBC Dominion Securities branch in Edmonton is looking for a resourceful, efficient and collaborative individual to join our Team as an Associate.


By providing ongoing, exceptional service and support to our clients, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable Team member, you will play a key role in both general practice administration and maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with the Investment Advisors in managing client portfolios and wealth management planning opportunities.


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.
  • Help build and execute client segmentation exercises, and client service plans.
  • Support your advisory team with new client acquisition.

What do you need to succeed?

Must-have

  • Canadian Investment Regulatory Exam, CIRE (completed)
  • Excellent communication skills, both verbal and written
  • Proficiency with Microsoft Office Suite
  • Relevant administrative or financial services industry experience
  • Meticulous attention to detail and strong organizational skills

Nice-to-have

  • 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, 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

Job Skills

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

Additional Job Details

Address:

10111 104 AVE NW: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:

2026-09-11

Application Deadline:

2026-11-25

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.

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