# Associate at RBC

RBC is hiring an Associate. It pays $38k-$50k a year and Level rates it Little AI ●○○○; you can [apply on RBC](https://jobsbylevel.com/go/2beda722-e04c-400b-a5bb-440255678090?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. KAMLOOPS, British Columbia, Canada.

## Details

- Company: [RBC](https://jobsbylevel.com/companies/rbc)
- AI level: AI Level 1 (score 37 out of 100)
- Location: KAMLOOPS, British Columbia, Canada
- Salary: $38k-$50k
- Posted: October 27, 2026
- Apply: https://jobsbylevel.com/go/2beda722-e04c-400b-a5bb-440255678090?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=associate-at-rbc-90a9b8

## Description

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 Kamloops branch is currently seeking a licensed Associate to assist an established Private Investment Management (PIM) team. The successful candidate will possess a passion for service excellence and thrive in a dynamic and fast-paced team environment. What will you do? Provide world class client service to our valued clients Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where necessary Follow-up on client trades to ensure proper settlement and delivery Maintain current knowledge of client accounts by reviewing daily activity through internal reports and applications Utilize contact management system for daily task management Respond to client account inquiries and remain accountable to follow up, as required Proactively contact clients to ensure accounts are accurate, up-to-date and compliant Support advisory team and client through the wealth management process. Help gather relevant info, documents, and questionnaires. Enter data into specific applications (e.g., myGPS). Track progress and follow-up. Maintain audit of wealth management activities and priorities to inform new opportunities with clients. Coordinate activities with wealth management and insurance specialists and in-branch consultants: schedule, track progress, follow up. Liaise with branch management team for updates on and progress with wealth management initiatives Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters. What do you need to succeed? Exceptional client service skills and experience Canadian Investment Regulatory Exam, CIRE Administrative experience preferably from another firm Nice-to-have Knowledge around Dominion Securities systems an asset Undergraduate degree The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate 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 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 $38,000 - $50,000. 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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/associate-at-rbc-90a9b8

Source: https://jobsbylevel.com/jobs/associate-at-rbc-90a9b8

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