Associate

RBC

Hamilton

On-site

CAD 38,000 - 50,000

Full time

37 hours ago
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Job summary

RBC in Hamilton, Canada, is seeking a full-time Wealth Management support role to handle client account administration, onboarding, and meeting preparation for Advisors. You will manage timelines, ensure regulatory compliance, and respond to client inquiries with a focus on proactive service.

The role involves coordinating with Advisors and clients, maintaining accurate files, and leveraging planning to support client needs within a 37.5-hour work week.

Qualifications

  • Experience handling client accounts and maintaining documentation.
  • Strong understanding of regulatory requirements and controls.
  • Excellent communication with clients, Advisors, and partners.

Responsibilities

  • Execute client account administration including opening and maintaining accounts.
  • Manage timelines and key dates for accounts to support clients.
  • Be responsive to client inquiries regarding transactions, documentation and reporting.
  • Assist Advisors in onboarding new clients and coordinating meetings.

Skills

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

Job description

Job Description
  • Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
  • 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.
  • Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
  • Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
  • 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.
  • Tap into your superior problem resolution skills to provide proactive client service.
  • Effectively manage incoming communications from clients, Advisors and other internal and external partners.
Job Skills

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

Additional Job Details

Address: 259 WILSON ST E:HAMILTON

City: Hamilton

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-08-17

Application Deadline: 2026-08-28

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

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