Top Benefits
About the role
What is the opportunity?
The RBC Dominion Securities Burlington branch is currently seeking an Associate to join an 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 partners
- Support the Investment Advisors in general administrative duties in the management of client accounts
- Support the Investment Advisors in the preparation of client reviews and presentations
- Request information and documentation from clients in order to open accounts and keep client files up to date
- Follow up on client trades to ensure proper settlement and delivery
- Monitor all pending transfers to ensure completion on a timely basis
What do you need to succeed?
Must-have
- Post Secondary Education (College or University)
- Excellent communication skills, both verbal and written
- Proficiency with Microsoft Office Suite
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)
- Relevant experience in the financial services industry
- Meticulous attention to detail and strong organizational skills
Nice-to-have
- Dominion Securities (DS) or Retail Brokerage work experience
- Enthusiastic, committed, and entrepreneurial spirit
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 services
Job Skills
Account Management, Contact Clients, Customer Success, Documentations, Group Problem Solving, Interpersonal Relationships, Organizational Leadership, Time Management
Additional Job Details
Address:
4475 NORTH SERVICE RD:BURLINGTON
City:
Burlington
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-20
Application Deadline:
2025-11-04
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Top Benefits
About the role
What is the opportunity?
The RBC Dominion Securities Burlington branch is currently seeking an Associate to join an 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 partners
- Support the Investment Advisors in general administrative duties in the management of client accounts
- Support the Investment Advisors in the preparation of client reviews and presentations
- Request information and documentation from clients in order to open accounts and keep client files up to date
- Follow up on client trades to ensure proper settlement and delivery
- Monitor all pending transfers to ensure completion on a timely basis
What do you need to succeed?
Must-have
- Post Secondary Education (College or University)
- Excellent communication skills, both verbal and written
- Proficiency with Microsoft Office Suite
- Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)
- Relevant experience in the financial services industry
- Meticulous attention to detail and strong organizational skills
Nice-to-have
- Dominion Securities (DS) or Retail Brokerage work experience
- Enthusiastic, committed, and entrepreneurial spirit
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 services
Job Skills
Account Management, Contact Clients, Customer Success, Documentations, Group Problem Solving, Interpersonal Relationships, Organizational Leadership, Time Management
Additional Job Details
Address:
4475 NORTH SERVICE RD:BURLINGTON
City:
Burlington
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-20
Application Deadline:
2025-11-04
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.