Investment Associate

RBC; Kamloops; On-site; CAD 50,000 - 60,000; Full time

Benefits offered by this job

Bonuses

Stock options

Flexible benefits

Job summary

RBC Dominion Securities' Kamloops branch is seeking an Investment Associate (Trade Execution Specialist) to join our Private Investment Management Team. You will execute portfolio trades, update models, and support the Portfolio Manager in keeping IPS-aligned strategies current.

You will also handle currency exchanges, monitor cash balances, and process discretionary and non-discretionary trades, contributing to a collaborative environment that focuses on client outcomes and disciplined

Qualifications

• Must have approval as an Investment Representative (IIROC) and/or CFA Level I.
• Exceptional written and verbal communication skills.
• Meticulous attention to detail and strong problem solving and analytical skills.

Responsibilities

• Execute model portfolio changes (Trading Execution).
• Exchange foreign currency when needed.
• Keep models up to date on a weekly/monthly basis.
• Review cash balances for investment or debit coverage for discretionary and non-discretionary accounts.
• Execute all other trading for team members (post client review changes, monthly payments, EFTs & wires).
• Debit forecasting – ensure cash balances for quarterly fees.
• Review and maintain PIM Dashboard and ensure IPS alignment.
• Review and execute reorg notices.

Skills

Communication skills

Attention to detail

Problem solving

Analytical skills

Education

IIROC Investment Representative

CFA Level I

Tools

Microsoft Office

Job description

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.

The RBC Dominion Securities branch located in Kamloops BC is seeking an Investment Associate (Trade Execution Specialist) to join a successful Private Investment Management Team. You will execute all portfolio trading and support the Portfolio Manager in keeping portfolio models up to date.

What will you do?

• Execute model portfolio changes (Trading Execution)
• Exchange foreign currency when needed
• Keeping models up to date on a weekly/monthly basis
• Reviewing cash balances (debits & credits) for investment or debit coverage for discretionary and non-discretionary accounts
• Execute all other trading for team members. (i.e. post client review portfolio changes, monthly AFT & RIF payments, on off EFTs & bank wires) – Trade Execution only
• Debit forecasting – Reviewing accounts to ensure cash balances for quarterly fees
• Reviewing and maintaining Private Investment Management (PIM) Dashboard. Keeping client accounts on side with regards to their current Investment Policy Statement (IPS).
• Reviewing and maintaining the MRGD reports for investment of funds (i.e. deposits, contributions, PACs).
• Reviewing and executing on any reorg notices

What do you need to succeed?

Must-have

• Approval as an Investment Representative (IR) with IIROC and/or CFA 1
• Exceptional written and verbal communication skills
• Meticulous attention to detail and strong problem solving and analytical skills
• Strong Microsoft Office skills

Nice-to-have

• 4 years or more of professional experience within investment industry
• Highly-developed technical skills

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
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills,registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $50,000 - $60,000.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

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

Additional Job Details

Address: 186 VICTORIA ST:KAMLOOPS

City: Kamloops

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-10-27

Application Deadline: 2026-11-15

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.