Client service and account coordination define this full time Associate opportunity with RBC Dominion Securities in Toronto. Use organization and communication skills daily.

As an Associate in RBC Wealth Management, you will maintain client accounts and support Advisors through the wealth management process. The work includes account transactions, documentation, reporting, communications, onboarding, meetings, and trade follow-up. Strong technology skills, Microsoft Office Suite experience, and the Canadian Investment Regulatory Exam are required.

Key Responsibilities:
Maintain client accounts and manage important timelines and dates
Respond efficiently to transactions, requests, documentation, and reporting inquiries
Coordinate communications with clients, Advisors, and internal partners




Welcome recent clients and prepare Advisor meetings
Maintain accurate, compliant files and follow up on trades

Requirements:
Canadian Investment Regulatory Exam completion
Robust business application and Microsoft Office Suite skills
Excellent time management and organization skills
Professional, warm, and friendly client service approach
Exceptional written and verbal English communication skills

Support Toronto clients and Advisors with account administration, regulatory accuracy, communication, and responsive wealth management service.
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📌 Wealth Management Client Service Associate Toronto
🏢 RBC Dominion Securities
📍 Toronto