Associate (Kingston)

Associate (Kingston)

19 Apr
|
RBC Dominion Securities
|
Kingston

19 Apr

RBC Dominion Securities

Kingston

Job Description

What is the opportunity?

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.

The RBC Dominion Securities branch located in Kingston is looking for a resourceful, efficient 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. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

What will you do?

- Respond to client inquiries in an understanding and time‑efficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
- Effectively manage incoming communications from clients, Advisors and other internal and external partners.
- Assist the Advisor team in welcoming and onboarding new clients.
- Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
- Become well‑versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up‑to‑date and compliant.




- Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
- Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must‑have

- Strong skills working with business applications/technology, including Microsoft Office Suite
- High quality time management and organization skills
- Demonstrated skills in providing world‑class client service that will come across as skilled, warm, and friendly to our clients
- Exceptional verbal and written communication skills

Nice‑to‑have

- Knowledge of RBC Dominion Securities’ systems and procedures
- Experience in the securities industry is an asset
- Canadian Investment Regulatory Exam, CIRE.

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
- An opportunity to make a difference and have a lasting impact on the lives of others
- 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

Address: 366 KING ST E, Kingston
City: Kingston
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried

Pay Range

The expected pay range for this position is $37,500.00 - $50,000.00. The position includes competitive‑based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to 1.0x.

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📌 Associate (Kingston)
🏢 RBC Dominion Securities
📍 Kingston

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