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. Job Description The RBC Dominion Securities Winnipeg 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 Whats 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 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 Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management Additional Job Details Address: 201 PORTAGE AVE, WINNIPEG City: Winnipeg Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-02-27 Application Deadline: 2026-03-21 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. #J-18808-Ljbffr
Job Title
Associate