Associate

RBC Dominion Securities; Guelph; On-site; CAD 38,000 - 50,000; Full time

Benefits offered by this job

Competitive base salary and bonus

Comprehensive health benefits

Generous vacation and flex days

Community involvement

Job summary

RBC Dominion Securities in Canada’s Guelph region seeks an Associate to deliver high-quality client service, support account administration, and wealth management tasks within a 16-person team. You’ll work closely with Investment Advisors and Cross-training initiatives to ensure top-tier client experiences across day-to-day operations.

You’ll support onboarding, servicing inquiries, and recurring processes while maintaining confidentiality and professionalism in a dynamic environment with growth

Qualifications

• 3+ years’ experience as an Associate.
• IR Registered with CIRO.
• World-class client service with professionalism, warmth, and proactivity.
• Meticulous attention to detail and strong time management.
• Ability to manage highly confidential information with discretion.
• Excellent verbal and written communication across diverse backgrounds.

Responsibilities

• Serve as the first contact to respond to client inquiries for the advisor’s book.
• Partner with the Client Experience Associate to execute and audit the contact plan.
• Execute world-class account opening and onboarding experience (in-person or digital).
• Handle day-to-day account administration and ensure compliance with internal controls and regulatory requirements.
• Learn, develop, and share service knowledge, cross-training teammates when needed.

Skills

Client service

Communication

Attention to detail

Time management

Discretion

Education

IR Registered with CIRO

Tools

Salesforce/CRM

CRM software

Microsoft Office

Video conferencing

Messaging apps

Job description

Job Description

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

If you want to jump into an entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced associates, advisors, and financial planners in the country, then you should definitely read on! Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning to money and we do this by delivering world class investment management, wealth management, and client service experiences. We also actively participate and support many local community initiatives in Guelph, Wellington County, and the surrounding areas.

The Role

We have a large 16 person team and the Associate role partners with other team members to deliver high quality service to our new and existing clients through ongoing, proactive, and efficient support across day-to-day client service, account administration, and wealth management support. This role is as much instrumental to supporting specific Investment Advisors and their client book as it is instrumental in supporting cross training, leading or contributing to strategic initiatives, and supporting with team capacity during peak volume periods.

Top 5 Job Responsibilities

• WORLD CLASS PRIMARY SERVICE CONTACT First point of contact to quarterback all client inquiries and requests for your Investment Advisor’s book of clients and ensure they are overly satisfied with our service levels - bring ideas back to the team for continued creativity and improvement
• DRIVE OUR CONTACT SERVICE PLAN Partner with the Client Experience Associate to execute, manage, and audit your Investment Advisor’s contact service plan
• ACCOUNT OPENING Execute a world class account opening and onboarding experience in-person and/or digitally
• ACCOUNT ADMINISTRATION Execute all day to day, ad-hoc, and infrequent account administration to ensure our client’s needs are well serviced and ensure all accounts are 100% compliant with internal controls and regulatory requirements
• DEVELOP AND CROSS-TRAIN SERVICE KNOWLEDGE Eagerly learn, develop, and test the breadth and depth of your service knowledge by exposing yourself to all service requests, complex client scenarios, and special projects and ensure that your fellow associates are exceptionally cross-trained

Qualities of the Ideal Candidate

• Compassion, patience, and care are among your biggest assets
• Proactive, helpful, and thoughtful service is second nature to you
• You are a trustworthy team player with high integrity, a strong work ethic and self-discipline
• You are enthusiastic, committed, and have an entrepreneurial spirit You learn rapidly, eagerly, and without fear
• You are resilient to changing priorities, tasks, and adopting new technologies

Required Qualifications & Work Experience

• 3+ years’ experience as an Associate
• IR Registered with CIRO
• Demonstrated skills in providing world-class client service that will come across as professional, warm, thoughtful, and proactive
• Meticulous attention to detail, strong organizational skills, and excellent time management
• Demonstrated professionalism and ability to manage highly confidential information
• Exceptional verbal and written communication skills – you can communicate with individuals at all levels and from various backgrounds, with confidence and grace

Considered an Asset

• Specific experience with RBC Dominion Securities and its software products
• Experience with Sales Force or other Customer Relationship Management (CRM) software
• Strong proficiency in video conferencing and messenger service applications
• Strong proficiency in Microsoft Office Products
• Comfortable proficiency in AI tools like ChatGPT, Claude, or Perplexity

What’s in it for you?

Elinesky Schuett Private Wealth attributes its success to its team members. We strive to attract and retain exceptional individuals by nurturing a diverse, equitable, and inclusive environment that is well-resourced, experienced, and engaged for career growth and personal development without compromising on competitive compensation, life-work balance, and service impact beyond the business. While working on our mission, some of the benefits our team members enjoy are:

• Competitive base salary and variable performance bonuses
• Comprehensive health benefits and matching programs
• Competitive team and office perks including strong vacation, personal, sick, and flex day policies
• Fun team events and active participation in the community

What this means for you:

Your total earning potential combines your base salary with your variable incentive opportunity. With a variable incentive of up to 1.0x your salary, your expected total compensation range is $75,000 - $100,000 annually.

Job Skills

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

Additional Job Details

Address: 42 WYNDHAM ST N:GUELPH

City: Guelph

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-10-30

Application Deadline: 2026-11-13

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

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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