Associate

Royal Bank of Canada>; Quebec; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Quebec is seeking an Associate to join its advisory team. You will manage client accounts, provide exceptional service, and assist with administrative duties. The ideal candidate is fluent in French, possesses strong Microsoft 365 skills, and has at least 2 years of experience in financial services. The firm promotes an inclusive workplace and offers competitive benefits.

Benefits

Comprehensive Total Rewards Program

Supportive leadership for development

World-class training in financial services

Qualifications

• Fluent in French.
• Strong knowledge of Microsoft 365 applications (Word, Excel, PowerPoint, Outlook).
• Attention to detail and excellent time management skills.
• Outstanding client service skills, professional, warm, and friendly demeanor.
• Minimum of 2 years' experience in financial services.
• Teamwork ability.

Responsibilities

• Serve incoming telephone and email contacts from clients, advisors, and other partners professionally and promptly.
• Support Investment Advisors with administrative duties in managing client accounts.
• Assist in preparing client reviews and presentations.
• Gather information and documentation from clients to open accounts and maintain up-to-date files.
• Follow up on client trades to ensure proper settlement and delivery.
• Monitor pending transfers to ensure timely completion.

Job description

Job Summary

Job Description

What is the opportunity?

RBC Dominion Securities is currently seeking an Associate to join a dynamic advisory team specialized in providing wealth management services to a sophisticated clientele. You will participate in growing the business by providing exceptional and efficient service, managing administrative duties related to client accounts, and responding to client inquiries.

What will you do?

• Serve incoming telephone and email contacts from clients, advisors, and other partners professionally and promptly.
• Support Investment Advisors with administrative duties in managing client accounts.
• Assist in preparing client reviews and presentations.
• Gather information and documentation from clients to open accounts and maintain up-to-date files.
• Follow up on client trades to ensure proper settlement and delivery.
• Monitor pending transfers to ensure timely completion.

What do you need to succeed?

Must-have

• Fluent in French
• Strong knowledge of Microsoft 365 applications (Word, Excel, PowerPoint, Outlook)
• Attention to detail and excellent time management skills
• Outstanding client service skills, professional, warm, and friendly demeanor
• Minimum of 2 years' experience in financial services
• Teamwork ability

Nice-to-have

• Intermediate or advanced English proficiency
• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Knowledge of RBC Dominion Securities’ systems and procedures (asset)

What’s in it for you?

• Comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive salary, commissions, and stock options
• Supportive leadership for your development through coaching and growth opportunities
• Opportunity to make a meaningful impact
• Work within a dynamic, collaborative, and high-performing team
• World-class training in financial services

Additional Job Details

• Address: 2828 BOUL LAURIER, QUÉBEC
• City: QUÉBEC
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full-time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-07-23
• Application Deadline: 2025-08-25

Note: Applications accepted until 11:59 PM on the day before the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we promote an inclusive workplace with diverse perspectives, essential for our growth. We support our employees to perform at their best, collaborate effectively, innovate, and grow professionally. We are committed to policies that foster respect, belonging, and opportunity for all.

Join our Talent Community

Stay informed about career opportunities at RBC by signing up for updates on jobs, tips, and recruitment events.

Expand your potential and shape your future at RBC. Learn more at jobs.rbc.com.