Associate

RBC Dominion Securities; Brandon; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Stock options

World-class training

Job summary

RBC Dominion Securities Winnipeg branch is seeking an Associate to join a collaborative wealth management team. You will help manage client communications, support the Advisor, and handle account processing with accuracy.

The role emphasizes proactive client service, organization, and cross‑department coordination as part of a comprehensive training program and rewarding total rewards package.

Qualifications

• 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.

Responsibilities

• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Provide proactive client service and liaise with various departments for timely solutions.
• Respond to client account inquiries and take ownership of follow-ups.
• Handle competing priorities with strong organization and time management.
• Drive operational excellence to streamline processes and achieve exceptional execution.
• Support Advisor with administrative tasks: process funds, coordinate meetings, prepare materials, and maintain documents.
• Identify order issues and determine appropriate resolutions.
• Contribute to business plans, client segmentation, and client service initiatives.
• Assist advisory team with new client acquisition.

Skills

Communication

MS Office

Financial services experience

Attention to detail

Education

Post secondary education

CIRE

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.

Job Description

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?

• 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: 2026-08-20

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.