Talent.com
Associate
AssociateRoyal Bank of Canada> • CALGARY, Canada
Associate

Associate

Royal Bank of Canada> • CALGARY, Canada
30+ days ago
Job type
  • Full-time
Job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Calgary Dome Tower is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

What will you do?

  • 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.).
  • Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
  • Effectively manage incoming communications from clients, Advisors and other internal and external partners.
  • Assist the Advisor team in welcoming and onboarding new clients.
  • Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
  • Follow up on client trades to ensure proper settlement and delivery

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

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?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

  • 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: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:

2026-02-20

Application Deadline:

2026-03-07

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

Inclusion and Equal Opportunity Employment

At 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.

Create a job alert for this search

Associate • CALGARY, Canada

Similar jobs
Wealth Management Associate: Client Services & Onboarding

Wealth Management Associate: Client Services & Onboarding

RBC • Calgary
Full-time
A leading investment and wealth management firm in Calgary is seeking an Associate to provide exceptional service and support to clients and the Advisor team.This role involves coordinating client ...Show more
Last updated: 3 days ago • Promoted
Client Service Associate - Summit Search Group

Client Service Associate - Summit Search Group

Summit Search Group • calgary, ab, ca
Full-time
Our client is a growing boutique wealth management firm seeking a Client Service Associate to join a high-performing advisory team in Calgary.As part of a leading investment dealer, the firm delive...Show more
Last updated: 23 days ago • Promoted
Accounting and Transaction Advisory Senior Associate

Accounting and Transaction Advisory Senior Associate

PwC Canada • Calgary
Full-time
Accounting and Transaction Advisory Senior Associate.The Capital Markets Accounting Advisory Services team ("CMAAS") at PwC is a team committed to supporting clients through moments of exceptional ...Show more
Last updated: 30+ days ago • Promoted
Associate Director - Data & AI Consulting

Associate Director - Data & AI Consulting

Kyndryl • Calgary
Full-time
At Kyndryl, we run and reimagine the mission‑critical technology systems that drive advantage for the world’s leading businesses.We are at the heart of progress; with proven expertise and a continu...Show more
Last updated: 30+ days ago • Promoted
Tax Associate

Tax Associate

Eminence Talent Group • Calgary
Full-time
Our client is a team of experienced financial professionals specializing in accounting and finance services tailored for startups.They provide CFO and controller services, bookkeeping, and tax comp...Show more
Last updated: 4 days ago • Promoted
Leadership Development Associate

Leadership Development Associate

AO Globe Life • Calgary, AB, CA
Full-time
Quick Apply
Performance-Based (Commission) | Full Training Provided This is not a salaried role.This is a performance-based, commission position designed for people who want long-term growth, not a short-term ...Show more
Last updated: 24 days ago
Benefits Sales Associate - Remote

Benefits Sales Associate - Remote

AO Group • Airdrie, AB, CA
Remote
Full-time
Crafting Brighter Futures for Families.Positioned at the forefront of specialized financial services, our company helps families safeguard their assets and promise a profound purpose: ensuring a br...Show more
Last updated: 1 day ago • Promoted
Associate Lawyer - Lock Search Group

Associate Lawyer - Lock Search Group

Lock Search Group • calgary, ab, ca
Full-time
Halifax / Tantallon, Nova Scotia (Hybrid Flexibility).Our client is a growing, client-focused law firm based in Tantallon, NS, serving clients across HRM, the South Shore, and the Valley.The firm i...Show more
Last updated: 23 days ago • Promoted
Associate Mortgage Underwriter, Third Party Residential Underwriting-BMBE

Associate Mortgage Underwriter, Third Party Residential Underwriting-BMBE

First National Financial LP • Calgary
Full-time
Associate Mortgage Underwriter, Third Party Residential Underwriting - BMBE.Reporting To: Manager, Third Party Residential Underwriting.Salary Range: $48,842 - $73,262.Posting Start: February 16, 2...Show more
Last updated: 3 days ago • Promoted
Associate Director, Investments (Indigenous Projects)

Associate Director, Investments (Indigenous Projects)

Canada Infrastructure Bank (CIB) • Calgary, Toronto
Full-time
Directeur·Rice Associe·E, Investissements (Projets Autochtones).La Banque de l’infrastructure du Canada (BIC), dont le siège social est à Toronto, a la responsabilité d’investir dans de nouveaux pr...Show more
Last updated: 30+ days ago • Promoted
Sales Associate - CosmoProf Store # 07439

Sales Associate - CosmoProf Store # 07439

Sally Beauty Holdings, Inc. • Calgary
Full-time
Sales Associate - CosmoProf Store # 07439.COSMOPROF CANADA SALES ASSOCIATE:.By working at Cosmoprof Canada, you would be part of the largest hair and beauty supplier in the world, and we are on a m...Show more
Last updated: 30+ days ago • Promoted
M&A Business Development Associate

M&A Business Development Associate

Carina Software • Calgary
Full-time
Quick Apply
Constellation Software acquires, manages, and builds mission-critical vertical market software businesses across the globe.Our companies serve specialized industries including aerospace, oil & gas,...Show more
Last updated: 30+ days ago
Accounting Associate

Accounting Associate

LPi Group • Calgary
Full-time
LPi Group is an independent Creative Engagement Agency with a focus on Shopper and Commerce Marketing.We are a team of experienced and passionate marketing professionals who help our clients sell m...Show more
Last updated: 2 days ago • Promoted
Corporate Development Associate Position

Corporate Development Associate Position

Northbasefinance • Calgary
Full-time
Corporate Development Associate Position.Northbase” or “Company”) is a privately held specialty finance company.We leverage capital from our financing partners to provide customized flexible financ...Show more
Last updated: 30+ days ago • Promoted
Client Success Associate

Client Success Associate

Orennia • Calgary
Full-time
Orennia provides an all-in-one platform for accurate data, predictive analytics and actionable insights across the energy transition.We drive faster capital allocation decisions and help our client...Show more
Last updated: 6 days ago • Promoted
Associate director, M&A (Global role – in a virtual working environment)

Associate director, M&A (Global role – in a virtual working environment)

Grant Thornton International Ltd • calgary, ab, ca
Full-time
Grant Thornton is one of the world’s leading professional services networks with member firms in 150 markets, 80,000 people and global revenues of $8.Member firms offer audit, tax, and advisory ser...Show more
Last updated: 23 days ago • Promoted
Associate Partner, Actuarial and Risk

Associate Partner, Actuarial and Risk

LifeWorks • Calgary
Full-time
TELUS Health is empowering every person to live their healthiest life.Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individ...Show more
Last updated: 15 days ago • Promoted
Associate (mid-level) - Litigation

Associate (mid-level) - Litigation

Norton Rose Fulbright • Calgary
Full-time
The Norton Rose Fulbright litigation group in Calgary is a first choice practice for complex, high-value commercial work for local, national and global corporations.We have particular expertise in ...Show more
Last updated: 30+ days ago • Promoted