Associate

RBC Dominion Securities Inc.

Oakville

On-site

CAD 38,000 - 50,000

Full time

47 hours ago
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Benefits offered by this job

Bonuses
Flexible benefits
Stock options
Commissions

Job summary

RBC Dominion Securities Inc. in Oakville, ON is seeking an Associate to support an Investment Advisor by delivering exceptional service to clients and helping grow the business.

You will input client orders, meet and greet prospects, handle inquiries, and maintain strong relationships using a CRM and Microsoft Office Suite. This full-time role offers a comprehensive Total Rewards program and opportunities to develop professionally within RBC, with a salary range reflecting the local market.

Qualifications

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

Responsibilities

  • 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 follow up.
  • Investigate and resolve inquiries/complaints related to accounts and refer to IA as appropriate.
  • Follow-up on client trades to ensure proper settlement and delivery.
  • Maintain current knowledge of client accounts by reviewing daily activity and reports.

Skills

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

Education

Canadian Investment Regulatory Exam, CIRE

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.

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 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: 2026-10-07

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.

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