Associate

RBC; Burlington; In loco; CAD 38.000 - 50.000; Tempo pieno

Descrizione del lavoro

RBC Dominion Securities Burlington is seeking an Associate to join an advisory team. You will support Investment Advisors with administrative duties for client accounts, respond to inquiries, and help prepare client reviews and presentations.

By handling documentation, opening and maintaining files, and tracking trades and transfers, you will contribute to efficient service and accurate recordkeeping. A post-secondary education plus CSC/CPH are required.

Competenze

• Post-secondary education is required for this role.
• Excellent communication skills, both written and verbal, are essential.
• Proficiency with Microsoft Office Suite is required.
• Completion of the CSC and CPH is required.
• Relevant experience in financial services is preferred.
• Meticulous attention to detail and strong organizational skills are important.

Mansioni

• Provide professional servicing of incoming client phone and email contacts.
• Support Investment Advisors with general administrative duties for client accounts.
• Assist in preparing client reviews and presentations.
• Request information from clients to open accounts and keep files up to date.
• Follow up on client trades to ensure proper settlement and delivery.
• Monitor pending transfers to ensure timely completion.

Conoscenze

Client communication

Office software

Attention to detail

Organizational skills

Financial services experience

Formazione

Post Secondary Education (College or University)

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Strumenti

Microsoft Office Suite

Descrizione del lavoro

Job Description

What is the opportunity?

The RBC Dominion Securities Burlington branch is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

• Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisorsand other internal and external partners
• Support the Investment Advisors in general administrative duties in the management of client accounts
• Support the Investment Advisors in the preparation of client reviews and presentations
• Request information and documentation from clients in order to open accounts and keep client files up to date
• Follow up on client trades to ensure proper settlement and delivery
• Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must-have

• Post Secondary Education (College or University)
• Excellent communication skills, both verbal and written
• Proficiency with Microsoft Office Suite
• Completion of the Canadian Securities Course (CSC) andthe Conduct and Practices Handbook Course (CPH)
• Relevant experience in the financial services industry
• Meticulous attention to detail and strong organizational skills

Nice-to-have

• Dominion Securities (DS) or Retail Brokerage work experience
• Enthusiastic, committed, and entrepreneurial spirit

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.
RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

Job Skills

Account Management, Contact Clients, Customer Success, Documentations, Group Problem Solving, Interpersonal Relationships, Organizational Leadership, Time Management

Additional Job Details

Address:

4475 NORTH SERVICE RD:BURLINGTON

City:

Burlington

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-23

Application Deadline:

2026-10-12

Note:

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate’s experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$37,500.00 - $50,000.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

1.0x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.