Associate

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Newmarket/Aurora is seeking an Associate to provide administrative support to our Investment Advisors. You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

The ideal candidate should have at least one year experience in the investment field working as an assistant/associate and be fully IIROC licensed.

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 Advisor team in welcoming and onboarding new clients.
- Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is 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.
- Follow up on client trades to ensure proper settlement and delivery

What do you need to succeed?

Must-have

- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong Microsoft Office Suite skills
- High level of 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
- Exceptional verbal and written communication skills in English

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, 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 service

Job Skills

Client Service, Communication, Detail-Oriented, Financial Products, Group Problem Solving, Investments, Teamwork, Work Collaboratively

Additional Job Details

Address:

17120 LESLIE ST:NEWMARKET

City:

Newmarket

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-11-14

Application Deadline:

2025-11-30

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

Inclusion and Equal Opportunity Employment

At 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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.