Associate

rbc; Calgary; On-site; CAD 80,000 - 120,000; Full time

Job summary

RBC Dominion Securities, a leading wealth management firm, is seeking a private banking support professional in Calgary. You will review deal execution, monitor performance, and introduce products to high net worth clients while maintaining strong client relationships across internal and external teams.

The role emphasizes excellent English communication, strong organizational skills, and proficiency with Microsoft Office.

Qualifications

• Canadian Investment Regulatory Exam (CIRE) is required.
• Proficiency with business applications/technology, including Microsoft Office Suite.
• Strong time management and organizational skills.
• Demonstrated skills in providing world-class client service in English.

Responsibilities

• 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 services.
• Introduces products to high net worth clients.
• Builds relationships with internal and external clients using appropriate tools.
• Manages client accounts and timelines to ensure clients feel supported by our team.
• Responds to client inquiries promptly regarding transactions, documentation, and reporting.

Skills

CIRE

MS Office

Time management

Client service

English proficiency

Tools

MS Office

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.

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.


• Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.


• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).

What do you need to succeed?

Must-have

• Canadian Investment Regulatory Exam, CIRE


• Strong skills working with business applications/technology, including Microsoft Office Suite


• High quality time management and organization skills


• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients


• Exceptional verbal and written communication skills in English

Nice-to-have

• Knowledge of RBC Dominion Securities' systems and procedures


• Experience in the securities industry is an asset

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


• 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


• 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: 333 7 AVE SW


• City: Calgary


• Country: Canada


• Work hours/week: 37.5


• Employment Type: Full time


• Platform: WEALTH MANAGEMENT


• Job Type: Regular


• Pay Type: Salaried


• Posted Date: 2026-09-18


• Application Deadline: 2026-10-01


• 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.