Client Experience Associate

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

Benefits offered by this job

Bonuses and flexible benefits

Stock options where applicable

Commission opportunities

Job summary

RBC Dominion Securities in Collingwood, Canada, is seeking a Client Experience Associate to provide ongoing, exceptional client service, help maintain accounts, and support the Advisor team in wealth management planning. You will coordinate meetings, update communications, and ensure compliant documentation.

The role emphasizes collaboration, client focus, and efficient administration, with a comprehensive Total Rewards Program and opportunities for growth within a leading Canadian wealth

Qualifications

• Completion of the CSC and CPH (or within 12 months)
• Strong skills with business applications/technology, including MS Office
• High quality time management and organization skills

Responsibilities

• Impact client experience through execution of client account administration, including account opening and maintenance
• Assist advisor with managing and executing client service plans
• Coordinate and prepare meetings for Advisors with clients/prospects and COIs
• Provide proactive client service and resolve issues
• Update the team’s communication channels and materials (LinkedIn, brochures, newsletters)
• Manage special projects and regulatory/documentation updates for the team

Skills

Time management

Client service

Communication skills

Education

Canadian Securities Course (CSC)

Conduct & Practices Handbook (CPH)

Tools

Microsoft Office Suite

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

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.

The RBC Dominion Securities branch located in Collingwood is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Client Experience Associate.

By providing ongoing, exceptional service and support to our clients and our Advisor 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 remains up‑to‑date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

What will you do?

• Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
• Assist advisor with managing and executing on their Client service plan and RBC partner/COI service plan.
• Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects and COIs.
• Tap into your superior problem resolution skills to provide proactive client service.
• Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
• Manage special projects for the team, including regulatory projects requiring account documentation updates or client communications and firm-led initiatives i.e. eStatement campaign

What do you need to succeed?

Must-have

• Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) (or within 12 months)
• 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?

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

1 1 ST:COLLINGWOOD

City

Collingwood

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.

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