Associate, Wealth Management

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

Benefits offered by this job

Bonuses

Stock options where applicable

Job summary

RBC Dominion Securities in Mississauga, ON is seeking an Associate to support an Investment Advisor’s business with excellent client service.

You will process accounts, coordinate with internal and external partners, and help onboard new clients while upholding regulatory and firm standards. The role emphasizes operational excellence and continuous process improvements within a team.

Qualifications

• Bachelor’s degree or job-related experience is required.
• Strong written and verbal communication and client service skills.
• Attention to detail to improve advisor efficiency and accuracy.
• Ability to adapt to changing business and technology environments.
• Proficiency with Word, Excel, PowerPoint and Outlook.

Responsibilities

• Serve as the primary contact for clients and deliver professional service.
• Process client account transactions with accuracy and speed.
• Coordinate with partners to resolve inquiries and ensure timely execution.
• Support onboarding of new clients ensuring regulatory requirements.
• Maintain controls and identify risks while supporting compliance.
• Manage administrative tasks and calendar, expenses, and follow-ups.
• Identify process improvements to boost operational efficiency.

Skills

Client service

Attention to detail

Communication skills

Adaptability

Microsoft Office

Education

Bachelor’s degree

Canadian Investment Regulatory Exam (CIRE) (Nice to Have)

Tools

Microsoft Office Suite

Job description

Job Description

The RBC Dominion Securities Branch located in Mississauga, 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 will you do?

• Serve as a primary point of contact for clients, delivering responsive, professional service and ensuring a seamless client experience.
• Process client account transactions, including fund transfers, wire payments, and account maintenance, with accuracy and attention to detail.
• Liaise effectively with internal partners and external stakeholders to resolve inquiries, facilitate transactions, and ensure timely execution of client requests.
• Support the onboarding of new clients by coordinating documentation and ensuring all regulatory and firm requirements are met.
• Ensure operational excellence by maintaining strong internal controls, proactively identifying protentional risks, and supporting compliance with regulatory and firm standards.
• Manage administrative and operational activities, including calendar management, schedule client meetings, expense processing, document preparation, and manage follow-up activities.
• Identify and implement process improvements to enhance overall operational efficiency across internal teams.

What do you need to succeed?

Must Have

• Bachelor’s degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Ability to adapt to a rapidly changing business and technology environment
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook

Nice to Have

• Canadian Investment Regulatory Exam (CIRE)
• Financial services industry experience (including internships)

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
• Opportunities to take on progressively greater accountabilities
• Opportunities to build close relationships with clients
• Access to a variety of job opportunities across business

Job Skills

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

Additional Job Details

Address

4 ROBERT SPECK PKY:MISSISSAUGA

City

Mississauga

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-09-09

Application Deadline

2026-09-23

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.