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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.

RBC Dominion Securities is looking for an Associate in the Pickering branch to provide exceptional service and support to our Advisor team, helping deepen existing relationships and welcome new clients.

What will you do?

- Coordinate and prepare meetings for Advisors with clients/prospects.
- Provide proactive client service with a focus on problem resolution and attention to detail. 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.
- Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.

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 qualified, 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?





- 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 service

Job Skills

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

Additional Job Details

Address: 1315 PICKERING PKY:PICKERING
City: Pickering
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date:
Application Deadline:
Pay Range: $37,500.00 - $50,000.00
Salary includes variable incentive structure up to 1.0x.

Our Employment Opportunities

At RBC, we are guided by shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs that foster a workplace based on respect, belonging and chance for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Qualified applicants may be contacted to review their resume in more detail.

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Apply on Kit Job: kitjob.ca/job/2fsa8z

📌 Associate (Pickering)
🏢 RBC Dominion Securities
📍 Pickering