Associate, Private Trading Office
Top Benefits
About the role
Job Description
What is the opportunity?
Private Trading Office (PTO) is a multi-billion dollar business within RBC Dominion Securities (DS), offering bespoke trading services to Ultra High Net Worth clients (UHNW). Aligned with the Enterprise Strategic Client Group (ESC), the Private Trading Office focuses mainly on servicing the complex needs of high value clients of strategic importance to RBC and the UHNW client segment.
We are located in Toronto ON and looking for an experienced Associate to join our growing team to assist in managing all aspects of the day to day operations, service client accounts, and related compliance matters. The successful candidate should be fully licensed and have relevant experience in the brokerage industry. Please visit http://www.rbcds.com for more information.
What will you do?
- Responsible for client onboarding (new account opening and documentation), service client accounts on daily requests, and providing exceptional client service.
- Engage with Advisors, Private Bankers, Enterprise Strategic Client Group and others across RBC on client onboarding, AML/KYC related, or other client requests.
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with back office, operations, compliance and other functional groups to address client requests, escalate and resolve issues, as well as implement processes and bespoke client solutions
- Provide assistance and support on other business and client related requests, as well as other administrative tasks / ad hoc assignments as required.
- Follow up on client trades to ensure proper settlement and delivery, as well, process trade-aways for client accounts.
What do you need to succeed?
Must Have
- Minimum 3-5 years’ experience in a branch brokerage environment
- CSC, CPH required
- Strong experience with RBC DS products and services, technology & applications, compliance procedures, operations, and organizational awareness
- Excellent communication skills, outstanding client service, professionalism; positive and a ‘can do’ attitude
- Exceptional organizational skills, analytical and time management skills, with the ability to manage complexity and shifting priorities
- Superior attention to detail and accuracy
- Takes initiative, resilient, with ability to navigate the organization effectively to solve complex problems with a drive for business and passion for clients. Highly collaborative and self-sufficient with ability to work well in team setting and solve issues independently
Nice to Have
- Other brokerage related licensing is an asset
- Compliance 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
Job Skills
Adaptability, Banking Products, Branch Banking, Communication, Cross-Selling, Customer Interactions, Customer Needs, Problem Management, Teller Operations
Additional Job Details
Address:
ROYAL BANK PLAZA, 200 BAY ST:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-03-26
Application Deadline:
2026-04-09
**Note:**Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.
Pay Range
The expected pay range for this position is:
$67,000.00 - $110,000.00
The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 Community
Stay 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.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Not the right fit? Search for Associate, Private Trading Office jobs in Toronto, ON
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.
Similar jobs you might like
Associate, Private Trading Office
Top Benefits
About the role
Job Description
What is the opportunity?
Private Trading Office (PTO) is a multi-billion dollar business within RBC Dominion Securities (DS), offering bespoke trading services to Ultra High Net Worth clients (UHNW). Aligned with the Enterprise Strategic Client Group (ESC), the Private Trading Office focuses mainly on servicing the complex needs of high value clients of strategic importance to RBC and the UHNW client segment.
We are located in Toronto ON and looking for an experienced Associate to join our growing team to assist in managing all aspects of the day to day operations, service client accounts, and related compliance matters. The successful candidate should be fully licensed and have relevant experience in the brokerage industry. Please visit http://www.rbcds.com for more information.
What will you do?
- Responsible for client onboarding (new account opening and documentation), service client accounts on daily requests, and providing exceptional client service.
- Engage with Advisors, Private Bankers, Enterprise Strategic Client Group and others across RBC on client onboarding, AML/KYC related, or other client requests.
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with back office, operations, compliance and other functional groups to address client requests, escalate and resolve issues, as well as implement processes and bespoke client solutions
- Provide assistance and support on other business and client related requests, as well as other administrative tasks / ad hoc assignments as required.
- Follow up on client trades to ensure proper settlement and delivery, as well, process trade-aways for client accounts.
What do you need to succeed?
Must Have
- Minimum 3-5 years’ experience in a branch brokerage environment
- CSC, CPH required
- Strong experience with RBC DS products and services, technology & applications, compliance procedures, operations, and organizational awareness
- Excellent communication skills, outstanding client service, professionalism; positive and a ‘can do’ attitude
- Exceptional organizational skills, analytical and time management skills, with the ability to manage complexity and shifting priorities
- Superior attention to detail and accuracy
- Takes initiative, resilient, with ability to navigate the organization effectively to solve complex problems with a drive for business and passion for clients. Highly collaborative and self-sufficient with ability to work well in team setting and solve issues independently
Nice to Have
- Other brokerage related licensing is an asset
- Compliance 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
Job Skills
Adaptability, Banking Products, Branch Banking, Communication, Cross-Selling, Customer Interactions, Customer Needs, Problem Management, Teller Operations
Additional Job Details
Address:
ROYAL BANK PLAZA, 200 BAY ST:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-03-26
Application Deadline:
2026-04-09
**Note:**Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.
Pay Range
The expected pay range for this position is:
$67,000.00 - $110,000.00
The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 Community
Stay 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.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Not the right fit? Search for Associate, Private Trading Office jobs in Toronto, ON
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.