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.

The RBC Dominion Securities branch located in downtown Toronto 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.

Responsibilities

- Maintain existing client accounts and identify opportunities to contact clients, managing timelines and key dates to ensure clients feel supported by our team.
- Respond to client inquiries in an understanding and time‑productive manner (account transactions, requests, account documentation, account reporting, etc.).
- Provide proactive client service and collaborate as needed, liaising with various departments to deliver 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.
- Coordinate and prepare meetings for Advisors with their clients/prospects, leveraging your passion for planning.




- Become well‑versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation are accurate, up‑to‑date and compliant.
- Update the team’s communication channels, including websites, LinkedIn, Facebook, brochures and newsletters.
- Follow up on client trades to ensure proper settlement and delivery.
- Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

Must‑have Qualifications
- 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 is professional, warm, and friendly to our clients
- Exceptional verbal and written communication skills in English

Nice‑to‑have Qualifications
- Knowledge of RBC Dominion Securities’ systems and procedures
- Experience in the securities industry is an asset

Benefits
- A comprehensive Total Rewards Program, including bonuses, 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.

Compensation: The expected pay range for this position is $37,500.00 - $50,000.00, with a variable incentive structure up to 1.0x.

Location: Bay Wellington Tower, 181 Bay St, Toronto, Canada.

📌 Associate - C$37,500 - C$50,000 A Year (Toronto)
🏢 RBC Dominion Securities
📍 Toronto