Wealth Management Associate — Elevate Client Experience

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

Benefits offered by this job

Total rewards program

Bonuses

Stock options

Job summary

RBC Dominion Securities, Toronto-based, is seeking an Associate to support advisors and clients with administration, onboarding, and account management in a fast-paced, compliant environment.

You will handle transactions, coordinate with partners, ensure regulatory requirements, and look for process improvements to drive efficiency.

We offer a comprehensive rewards program and development opportunities within a leading wealth-management group at RBC.

Qualifications

• 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.
• CSI, CPH, other CSI courses
• Financial services experience (including internships)

Responsibilities

• 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.

Skills

Bachelor's degree

Strong communication

Attention to detail

Adaptability

MS Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

RBC Dominion Securities, Toronto-based, is seeking an Associate to support advisors and clients with administration, onboarding, and account management in a fast-paced, compliant environment.

You will handle transactions, coordinate with partners, ensure regulatory requirements, and look for process improvements to drive efficiency.

We offer a comprehensive rewards program and development opportunities within a leading wealth-management group at RBC.