Associate

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

Benefits offered by this job

Total Rewards Program with bonuses and

Stock where applicable

World-class training program

Commissions where applicable

Flexible benefits

Job summary

The RBC Dominion Securities Branch in Oakville, ON is seeking an Associate to support an Investment Advisor by delivering exceptional client service, coordinating orders, and assisting in growing the business.

Role requires at least 1 year in the investment field, CIRE, strong MS Office skills, and excellent time management and communication abilities. Full-time, on-site, 37.5 hours/week with a salary range and incentive potential.

Qualifications

• Minimum 1 year experience in the Investment field working as an Assistant/Associate.
• Canadian Investment Regulatory Exam (CIRE) required.
• Strong skills with business applications/technology, including Microsoft Office Suite.
• High quality time management and organization skills.
• Demonstrated world-class client service — professional, warm and friendly.
• Exceptional verbal and written communication skills.

Responsibilities

• Input and follow-up on client orders as directed by Investment Advisors.
• Meet and greet prospects and clients.
• Investigate and follow-up on client inquiries.
• Utilize CRM for follow-up and documentation.
• Investigate and resolve inquiries and refer to the Investment Advisor as needed.
• Follow-up on client trades to ensure proper settlement and delivery.
• Review daily activity to stay current on client accounts.

Skills

Client service

Time management

Microsoft Office

Verbal communication

Written communication

Interpersonal skills

Tools

Microsoft Office Suite

Job description

Job Description

The RBC Dominion Securities Branch located in Oakville, ON is looking for an Associate to join the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional manner.

What you will do:

• Input and follow-up on client orders as directed by IA’s
• Meet and greet prospects and clients
• Investigate and follow-up on all client inquiries
• Utilize contact management system for all necessary follow up
• Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate
• Follow-up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports

What do you need to succeed?

Must-have

• Minimum of 1 year experience in the Investment field working as an Assistant/Associate
• Canadian Investment Regulatory Exam, CIRE
• 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

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.

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

Additional Job Details

Address

435 NORTH SERVICE RD W:OAKVILLE

City

Oakville

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-08-21

Application Deadline

2026-09-04

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.