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Investment Associate

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0000050599 RBC Dominion Securities Inc.
📍 Kelowna, Canada
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Location Kelowna
📅
Posted March 23, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Job Description

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

What is the opportunity?

The RBC Dominion Securities branch located in Kelowna, BC is seeking an Investment Associate to provide dedicated support in investment & money management activities for a dynamic Advisory Team.

What will you do?

  • Execute trades and rebalance portfolios.
  • Follow up on client trades to ensure proper settlement and delivery
  • 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 fo...

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    📍 Location Details

    🌆
    City
    Kelowna
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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