Associate

RBC Dominion Securities; Calgary; On-site; CAD 60,000 - 90,000; Full time

Job summary

RBC Dominion Securities Calgary is seeking an Associate to join our Wealth Management team, supporting daily trading operations, trade lists, and portfolio reporting. You will engage with clients over the phone, coordinate wealth planning services, and liaise with internal specialists to deliver timely, accurate solutions in a collaborative, client-centric environment.

This full-time, salaried role in Calgary offers ongoing training, career development opportunities, and a chance to contribute

Qualifications

• Canadian Investment Regulatory Exam (CIRE)
• Post Secondary Education (College or University)
• Excellent communication skills (verbal and written)
• Proficiency with Microsoft Office Suite
• Relevant experience in the financial services industry
• Meticulous attention to detail and strong organizational skills

Responsibilities

• Manage daily trading operations and execute trades accurately and timely as directed by the Advisor
• Generate and manage model portfolio trade lists and assist with quarterly/annual portfolio rebalancing
• Run portfolio management reports, including capital gains/loss reports for tax planning and review
• Execute and follow up on client trades to ensure proper settlement, delivery and reporting
• Support and serve clients with a professional and personable phone experience
• Coordinate wealth planning services and liaise with internal specialists
• Liaise with clients, team members, and business partners to see requests through to completion

Skills

Excellent communication

Meticulous attention to detail

Strong organizational skills

Experience in financial services

Education

Post Secondary Education

Tools

Microsoft Office Suite

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 Calgary branch is looking for a resourceful, efficient and collaborative individual to join our team as an Associate.

What will you do?

• Manage daily trading operations, including the accurate and timely execution of trades as directed by the Advisor.
• Generate and manage model portfolio trade lists and assist with the quarterly/annual portfolio rebalancing process.
• Run various portfolio management reports, including capital gains/loss reports for tax planning and review purposes.
• Execute and follow up on all client trades to ensure proper settlement, delivery, and reporting.
• Support and serve clients, providing a professional and highly personable experience on the phone.
• Coordinate wealth planning services & liaise with internal specialists
• Liaise with clients, team members, and business partners to find solutions and see requests through to completion.

What do you need to succeed?

Must-have

• Canadian Investment Regulatory Exam, CIRE
• Post Secondary Education (College or University)
• 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

• 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, 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
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Additional Job Details

600 CROWFOOT CRES NW:CALGARY

Calgary

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

2026-08-19

2026-09-03

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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