Associate

What is the opportunity?

Benedetto Wealth Management is a highly established and successful wealth management practice in Edmonton, Alberta. We are dedicated to serving an amazing group of high-net-worth families, business owners, professionals, and retirees.

Our practice is founded on discretionary portfolio management, financial planning, proactive communication, and a high level of client service. We are seeking a highly experienced, service-oriented, and disciplined individual to join our team. The ideal candidate will be an exceptional team player with a proven commitment to excellence in client service, trading, and compliance. If you are professional, organized, and thrive in an environment where going above and beyond is the baseline, we encourage you to apply.
 

What will you do?

• Manage daily trading operations, including the accurate and timely execution of trades as directed by the Advisor.
• Generate and manage model portfolio trade lists and assist with the quarterly/annual portfolio rebalancing process.
• Run various portfolio management reports, including capital gains/loss reports for tax planning and review purposes.
• Execute and follow up on all client trades to ensure proper settlement, delivery, and reporting.
• Support and serve clients, providing a professional and highly personable experience on the phone.
• Coordinate wealth planning services & liaise with internal specialists
• Liaise with clients, team members, and business partners to find solutions and see requests through to completion.

What do you need to succeed?

Must-have

• Canadian Investment Regulatory Exam, CIRE

• Post Secondary Education (College or University)

• Excellent communication skills, both verbal and written

• Proficiency with Microsoft Office Suite

• Relevant experience in the financial services industry

• Meticulous attention to detail and strong organizational skills

Nice-to-have

• Dominion Securities (DS) or Retail Brokerage work experience

• Enthusiastic, committed, and entrepreneurial spirit

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

• A world-class training program in financial services

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

1074 103A ST SW:EDMONTONEdmontonCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2026-01-142026-01-29

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.