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
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 team-oriented, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

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

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.

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📌 Investment Associate (British Columbia)
🏢 RBC Dominion Securities
📍 British Columbia