financial analyst

RBC Dominion Securities; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Toronto is seeking a Service Associate in the Wealth Management Operations team. In this role, you will handle high net worth client accounts with responsibilities in reconciliation and reporting. Ideal candidates should have reconciliation experience and strong Excel skills, all within a collaborative team environment. This is a full-time, permanent position offering a competitive compensation package and growth opportunities.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Opportunities for growth

Qualifications

• Must have reconciliation experience.
• Intermediate to advanced Excel skills required.
• Attention to detail is critical.

Responsibilities

• Manually reconcile cash, assets, and book cost positions daily.
• Research and resolve discrepancies in a timely manner.
• Maintain accurate reconciliation notes to reduce risk.

Skills

Reconciliation experience

Intermediate to Advanced Excel Skills

Attention to details

Active Learning

Communication

Critical Thinking

Customer Service

Operational Delivery

Process Improvements

Time Management

Tools

FMC Portfolio Accounting System

Broadridge applications

Job description

Overview

Title posted on CareerBeacon - Service Associate, Operations

Posted on October 29, 2025 by Employer details RBC Dominion Securities

Job details

What is the opportunity? To work in Recon department of Wealth Management Operations handling high net worth and ultra-high net worth client accounts, reconciliation and reporting.

What will you do?

• Manually Reconcile cash, assets and book cost positions daily.
• Research and resolve discrepancies/outstanding items on a timely basis.
• Maintain accurate reconciliation notes on internal tracking system to reduce risk/loss.
• Escalate problems in a timely manner to management.
• Insert and Investigate performance deviations on a monthly basis, correct and document action.
• Through investigation coordinate with other OPS /support teams for problem escalation.

What do you need to succeed?

• Must-have Reconciliation experience
• Intermediate to Advanced Excel Skills
• Attention to details

• Nice-to-have Knowledge of FMC Portfolio Accounting System
• knowledge of Broadridge applications
• Data Entry Experience

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 do challenging work.

Opportunities to take on progressively greater accountabilities.

Access to a variety of job opportunities across business.

Job Skills

Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management.

Additional Job Details

Address: 180 Wellington St W, Toronto, Ontario, Canada

Work hours/week: 37.5

Employment Type: Full time (Permanent)

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-10-27

Application Deadline: 2025-11-15

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Advertised until

2025-11-28

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