Associate

RBC Dominion Securities; San Juan de Terranova; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading full-service investment firm in Canada is seeking a full-time Wealth Management Associate to maintain client accounts, respond to inquiries, and assist Advisors with onboarding and meetings. The ideal candidate will have strong organizational skills and experience in client service, requiring the Canadian Investment Regulatory Exam qualification. This role offers competitive compensation, a supportive environment, and valuable training opportunities.

Benefits

Comprehensive Total Rewards Program

Work in a dynamic, high-performing team

World-class training program in financial services

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 identify opportunities to contact clients.
• Respond to client inquiries in a timely manner.
• Manage incoming communications from clients and partners.
• Assist the Advisor team in onboarding new clients.
• Prepare meetings for Advisors with their clients/prospects.
• Ensure client files are accurate, up-to-date and compliant.

Skills

Identifying Opportunities

Organizing

Proactive Behavior

Problem Resolution

Teamwork

Time Management

Work Collaboratively

Education

Canadian Investment Regulatory Exam, CIRE

Tools

Microsoft Office Suite

Job description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

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.
• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
• 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 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

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?

• 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

Identifying Opportunities, Organizing, Proactive Behavior, Problem Resolution, Teamwork, Time Management, Work Collaboratively

Additional Job Details

Address: 100 NEW GOWER ST, SUITE 601:ST. JOHN'S

City: St. John'S

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type:p>

Pay Type: Salaried

Posted Date: 2026-01-09

Application Deadline: 2026-01-30

Note

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

I 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.