Associate- EN

RBC Dominion Securities; Pointe-Claire; On-site; CAD 50,000 - 75,000; Full time

Benefits offered by this job

Total rewards program

Bonuses and flexible benefits

Stock where applicable

World-class training

Job summary

RBC Dominion Securities Pointe-Claire is seeking a resourceful Associate to support client accounts and advisor teams in wealth management. You will maintain accounts, handle inquiries, and help onboarding while ensuring compliance and timely documentation. Collaboration with Investment Advisors and internal departments is key.

You will coordinate client meetings, update communications, and uphold rigorous service standards in a dynamic, high-performing team at the Pointe-Claire branch.

Qualifications

• Canadian Investment Regulatory Exam (CIRE) is required.
• Bilingualism (English and French) is required.
• Minimum of 2 years of experience in the securities industry.
• Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook).
• Meticulous attention to detail and excellent time management.
• World-class client service mindset.

Responsibilities

• Maintain existing client accounts and manage timelines and key dates.
• Respond to client inquiries regarding transactions, documentation, and reporting.
• Provide proactive client service and coordinate solutions with internal teams.
• Manage incoming communications from clients, advisors and partners.
• Assist advisory team in welcoming and onboarding new clients.
• Coordinate and prepare meetings for advisors with clients and prospects.
• Ensure documentation and files comply with internal controls and regulations.
• Update team communication channels and materials.

Skills

Bilingual English/French

Client service

Microsoft 365

Attention to detail

Time management

Tools

Microsoft 365

Job description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

Job Description

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities Pointe-Claire branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.

By providing ongoing, exceptional service and support to our clients and our advisory team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remain up to date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

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 advisory 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 are 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.

What do you need to succeed?

Must-have

• Canadian Investment Regulatory Exam (CIRE)
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Minimum of 2 years of experience in the securities industry
• Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
• Meticulous attention to detail and excellent time management skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving 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
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Skills

Additional Job Details

Address

755 BOUL ST JEAN:POINTE-CLAIRE

City

Pointe-Claire

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-08-05

Application Deadline

2026-08-31

Note

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

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.