Associate
2 weeks ago
Job DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.What will you do?Responsible for the professional servicing of incoming telephone and email contacts from clients, advisors, and other internal and external partnersSupport the Investment Advisors in general administrative duties in the management of client accountsSupport the Investment Advisors in the preparation of client reviews and presentationsRequest information and documentation from clients in order to open accounts and keep client files up to dateAssist in preparing mailings such as seminars, newsletters, and information packagesCoordinate meetings for the Investment Advisors, print and distribute reportsMonitor all pending transfers to ensure completion on a timely basisWhat do you need to succeed?Must-haveBilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needsCanadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)Minimum of 2 years of experience in the securities industryStrong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)Meticulous attention to detail and excellent time management skillsDemonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clientsNice-to-haveKnowledge of RBC Dominion Securities’ systems and procedures, an assetEnthusiastic, committed, and entrepreneurial spiritWhat’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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial servicesJob SkillsAdditional Job DetailsAddress:755 BOUL ST JEAN:POINTE-CLAIRECity:Pointe-ClaireCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2025-11-27Application Deadline:2025-12-08Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.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.
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