Job Description RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Orangeville, ON is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate. What will you do? Maintain existing client accounts and identify opportunities to contact clients. Respond to client inquiries in an understanding and time-efficient manner. 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. 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 Canadian Investment Regulatory Exam, CIRE 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 professional, 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 What’s in it for you? We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from: A comprehensive Total Rewards Program including bonuses and flexible advantages, 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 energetic, collaborative, progressive, and high-performing team The chance to work in a dynamic, collaborative, progressive, and high-performing team A world-class training program in financial services Job Skills

📌 Associate (Orangeville)
🏢 RBC Dominion Securities
📍 Orangeville