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Financial Consultant Financial Services

Finance & Banking Associate, Financial Consultant

Job in Penticton, Kelowna, BC, Canada
Listing for: 0000050599 RBC Dominion Securities Inc.
Full Time position
Listed on 2026-02-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 40000 - 45000 CAD Yearly CAD 40000.00 45000.00 YEAR
Job Description & How to Apply Below
Location: Penticton

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 branch located in Penticton is looking for a resourceful, empathetic 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. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

  • Coordinate and prepare meetings for Advisors with their clients/prospects.
  • Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
  • Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
  • Assist the Advisor team with client onboarding.
  • Help manage incoming communications from clients, Advisors and other internal and external partners.
  • Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
  • Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
  • 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 Microsoft Office Suite skills
  • High level of 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 in English

    • 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, 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
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business and geographies

    • 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 $40,000 - $45,000.

    This position may be eligible to receive a discretionary/variable incentive payment up to 1x 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:

    100 FRONT ST:

    PENTICTON

    City:

    Penticton

    Country:

    Canada

    Work…

    Position Requirements
    10+ Years work experience
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