Associate

RBC Dominion Securities; Calgary; Sur place; CAD 42 000 - 68 000; Plein temps

Résumé du poste

RBC Dominion Securities is a leading full-service investment and wealth management firm in Canada. The Associate role is a full-time on-site position located at the Calgary North Branch, AB, assisting financial advisors with daily administrative tasks, client account management, and documentation preparation.

You will coordinate with clients, monitor portfolio information, schedule meetings, and support compliance efforts while maintaining confidentiality and accuracy in handling sensitive data.

Qualifications

• Strong organizational, client management, and administrative skills to support daily tasks and operations.
• Proficiency in financial research, analysis, and portfolio tracking with excellent attention to detail.
• Exceptional communication, relationship management, and teamwork skills to work effectively with clients and colleagues.
• Proficiency in Microsoft Office and familiarity with financial management software considered an asset.
• Bachelor’s degree in finance, business administration, or a related field preferred.
• Experience in investment management, wealth management, or financial services considered an asset.

Responsabilités

• Support financial advisors with day-to-day administrative and operational tasks.
• Client account management, preparing financial documentation, coordinating with clients, managing account information, and providing support for client needs.
• Assist in monitoring portfolio performance, scheduling client meetings, and supporting compliance efforts.

Connaissances

Organizational skills

Client management

Administrative tasks

Financial research

Portfolio tracking

Communication

Teamwork

Formation

Bachelor’s degree in finance or business

CIRE exam or licensing in progress

Outils

Microsoft Office

Financial management software

Description du poste

RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. For over a century, the firm has provided individuals, families, businesses, and organizations with tailored wealth management solutions, sound financial planning, and trusted investment advice. Driven by its vision to be the first choice for wealth management services, RBC Dominion Securities prioritizes investment in best-in-class tools and resources to support its advisors. Clients are at the heart of every service, ensuring long-term success and financial prosperity.

Role Description

This is a full-time on-site role located in Calgary North Branch, AB. As an Associate, you will support financial advisors with day-to-day administrative and operational tasks. Responsibilities include client account management, preparing financial documentation, coordinating with clients, managing account information, and providing support for client needs. The role also entails assisting in monitoring portfolio performance, scheduling client meetings, and supporting compliance efforts.

Qualifications

• Strong organizational, client management, and administrative skills to support daily tasks and operations.
• Proficiency in financial research, analysis, and portfolio tracking with excellent attention to detail.
• Exceptional communication, relationship management, and teamwork skills to work effectively with clients and colleagues.
• Proficiency in Microsoft Office and familiarity with financial management software considered an asset.
• Relevant certifications such as CIRE exam or working towards licensing would be advantageous.
• Commitment to maintaining confidentiality and accuracy in managing sensitive client information.
• Bachelor’s degree in finance, business administration, or a related field preferred.
• Experience in investment management, wealth management, or financial services considered an asset.