Administrative Assistant

RBC Dominion Securities; North Bay; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading investment firm located in North Bay is seeking an Associate to provide exceptional service and support to clients and Advisors. The ideal candidate will have strong organizational skills, experience with business applications, and a passion for client service. A comprehensive rewards program and a collaborative work environment await the successful candidate.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

World-class training program

Qualifications

• Strong skills working with business applications/technology.
• High quality time management and organization skills.
• Demonstrated skills in providing world-class client service.

Responsibilities

• Maintain existing client accounts and identify opportunities.
• Respond to client inquiries efficiently.
• Assist the Advisor team in welcoming new clients.

Skills

Strong skills with Microsoft Office Suite

High quality time management

Exceptional verbal communication

Demonstrated client service

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Job description

Overview

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 North Bay 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. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
• 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.
• 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.

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 professional, warm, and friendly to our clients
• Exceptional verbal and written communication skills

Nice-to-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• 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. You will also benefit from:

• 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
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Details

• Address: 945 STOCKDALE RD, NORTH BAY
• City: North Bay
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-09-22
• Application Deadline: 2025-10-07

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

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