Join RBC Wealth Management as a Client Success Associate in Ottawa. Deliver world-class client service and support investment advisors with your knowledge and skills.

This full time opportunity focuses on maintaining client accounts and ensuring their documentation remains compliant and up-to-date. Your role will include executing trades, responding to inquiries, and performing analyses to support investment strategies. Engage with multiple departments to ensure timely resolution of client needs.

Key Responsibilities:
• Manage client accounts, focusing on accurate documentation
• Follow up on trades to guarantee successful settlement
• Address client questions with warmth and efficiency
• Conduct analyses on accounts as requested




• Cross-train on full range office administration tasks

Requirements:
• Completion of Canadian Investment Regulatory Exam, CIRE
• Strong skills in Microsoft Office, particularly Excel
• High-quality organizational and time management skills
• Exceptional communication skills, both verbal and written
• Familiarity with RBC systems is a plus

Bring your professionalism and client-focused mindset to RBC Wealth Management as a Client Success Associate.
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📌 Client Success Associate at RBC Wealth Management (Quebec City)
🏢 RBC Dominion Securities
📍 Quebec City