Associate

Royal Bank of Canada>; Eastern Ontario; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading investment and wealth management firm in Cornwall is looking for an Associate to manage client accounts and deliver exceptional service. Candidates must have strong organizational skills and proficiency in Microsoft Office. This full-time role offers competitive compensation and opportunities for personal development within a high-performing team.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Competitive compensation

Qualifications

• Strong skills working with business applications / technology, including Microsoft Office Suite.
• High quality time management and organization skills.
• Exceptional verbal and written communication skills in English.

Responsibilities

• Maintain existing client accounts and identify opportunities for client contact.
• Respond to client inquiries in an efficient manner.
• Provide proactive client service by liaising with various departments.

Skills

Account Management

Customer Success

Decision Making

Financial Regulation

Group Problem Solving

Interpersonal Relationships

Investment Risk Management

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office Suite

Job description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The RBC Dominion Securities branch located in Cornwall 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. Manage timelines and key dates for accounts.
• Respond to client inquiries in an understanding and time‑efficient manner (account transactions, requests, account documentation, account reporting).
• Provide proactive client service, liaising 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.
• Become well‑versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up‑to‑date and compliant.
• Follow up on client trades to ensure proper settlement and delivery.

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 in English.

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?

• 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
• A world‑class training program in financial services

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

• Address: 12 3 ST E : CORNWALL
• City: Cornwall
• Country: Canada
• Work hours / week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-10-15
• Application Deadline: 2025-10-30
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Equal Opportunity Employment

At 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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