Associate

Résumé du poste

Manage daily trading operations, including trade execution and portfolio rebalancing for clients. Provide professional client support and coordinate wealth planning services with internal specialists.

Détails du poste

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 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 Job Skills Additional Job Details Address: 600 CROWFOOT CRES NW:CALGARY City: Calgary Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-19 Application Deadline: 2026-09-22 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Ce que vous ferez

Manage daily trading operations, including trade execution and portfolio rebalancing for clients. Provide professional client support and coordinate wealth planning services with internal specialists.

Exigences

Candidates must have the Canadian Investment Regulatory Exam (CIRE) and a post-secondary degree. Experience in financial services and proficiency in Microsoft Office are required.

Avantages

• Bonuses • Flexible Benefits • Competitive Compensation • Commissions • Stock Options • Coaching and Development • Training Program

Compétences indiquées

• Financial Reporting · Souhaitée
• Client Relationship Management · Souhaitée
• Microsoft Office Suite · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Trading Operations
• Portfolio Rebalancing
• Tax Planning
• Client Relationship Management
• Wealth Planning
• Microsoft Office Suite
• Financial Reporting
• Trade Execution

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Administrative