Finance & Banking Associate, Financial Consultant

What is the opportunity?

RBC Dominion Securities is a relationship‑focused investment and wealth management firm consistently ranked #1 in Canada. The firm prides itself on a collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The Kamloops branch seeks a resourceful, efficient and collaborative Associate to join our leading wealth management team.

• Maintain existing client accounts and identify opportunities to contact clients, managing timelines and key dates to support clients.
• Respond to client inquiries in an understanding and time‑efficient manner (account transactions, requests, documentation, reporting, etc.).
• Use problem‑resolution skills to provide proactive client service and, when needed, liaise with various departments for smooth solutions.
• Effectively manage incoming communications from clients, advisors and partners.
• Assist the advisor team in welcoming and onboarding new clients.
• Become well‑versed in internal controls and regulatory requirements, ensuring client files and documentation are accurate, up‑to‑date and compliant.
• Follow up on client trades to ensure proper settlement and delivery.
• Support the advisor team and clients through the wealth‑management process and maintain an audit of activities and priorities.

• Canadian Investment Regulatory Exam (CIRE)
• Strong skills working with business applications/technology, including Microsoft Office Suite
• High‑quality time‑management and organization skills
• Demonstrated world‑class client‑service skills that are professional, warm and friendly
• Exceptional verbal and written communication skills in English

• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry (asset)

• A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and opportunities for growth.
• An opportunity to make a lasting impact on clients and communities.
• Work in a dynamic, collaborative, progressive and high‑performing team.

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors such as candidate experience, skills, registration status, performance, individual goals, market conditions and business needs. The expected base salary range is $40,000 - $45,000. The 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 help attract, engage and retain talent that drives a high‑performance culture, enables collective achievement of strategic goals, and delivers sustainable shareholder returns and above‑market value.