Associate

RBC; Halifax; On-site; CAD 50,000 - 60,000; Full time

Job summary

A leading investment firm in Halifax is seeking an Associate to provide essential administrative support to the advisory team. Responsibilities include managing client account timelines and inquiries, onboarding new clients, and coordinating meetings. Candidates should have the Canadian Securities Course and strong skills in Microsoft Office. This full-time role offers competitive compensation and opportunities for professional development within a collaborative team environment.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Leaders supporting professional development

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 manage timelines.
• Respond to client inquiries in an understanding manner.
• Liaise with various departments for timely solutions.
• Assist the Advisor team in welcoming and onboarding new clients.
• Prepare meetings for Advisors with clients.

Skills

Account Administration

Client Relationship Management

Time Management

Communication

Detail-Oriented

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office Suite

Job description

Job Description

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.

What is the opportunity?

The RBC Dominion Securities branch located in Halifax is seeking an Associate to provide administrative support to a successful Advisory Team. To provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and advisory teams.

What will you do?

• 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.
• 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

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• 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

Nice-to-have

• 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. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. 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 Skills

• Account Administration
• Account Maintenance
• Account Management
• Account Openings
• Client Relationship Management
• Client Service
• Communication
• Customer Success
• Decision Making
• Detail-Oriented
• Financial Regulation
• Group Problem Solving
• Interpersonal Relationships
• Investment Risk Management
• Teamwork
• Time Management

Additional Job Details

• Address: 1959 UPPER WATER ST, UNIT 1400, HALIFAX
• City: Halifax
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-12-18
• Application Deadline: 2025-12-30

Note

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

Inclusion and 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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.