At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
On-site · Toronto
The Associate Advisor is responsible for independently overseeing 100+ households, focusing on relationship management and account operations. Key duties include providing portfolio reviews, developing financial plans, and collaborating with internal teams to ensure client satisfaction.
On-site · Toronto
The Associate serves as a primary point of contact for clients, managing account transactions, onboarding new clients, and ensuring regulatory compliance. They provide administrative and operational support to advisors to enhance business growth and operational efficiency.
On-site · Surrey
Deliver concierge-level service by coordinating client meetings and managing onboarding and year-round communications. Maintain accurate client documentation and support the team's communication channels and wealth management processes.
On-site · Regina
Provide administrative support to the Advisor team by maintaining client account records and processing transactions. Handle client onboarding, documentation preparation, and fund transfers while ensuring compliance with organizational standards.
On-site · Pointe-Claire
The Associate provides exceptional service and administrative support to clients and the advisory team to maintain and deepen wealth management relationships. Key duties include managing account documentation, ensuring regulatory compliance, and coordinating client meetings and communications.
On-site · Montréal
The role involves executing trades, rebalancing portfolios, and providing dedicated support for investment and money management activities. The associate will also handle client onboarding, respond to inquiries, and maintain compliant client documentation.
On-site · Montréal
Provide exceptional service and administrative support to clients and the advisory team to maintain accounts and ensure regulatory compliance. Coordinate client onboarding, prepare planning meetings, and manage the team's digital communication channels.
On-site · Trois-Rivières
The Associate will manage client accounts, ensure regulatory compliance, and provide exceptional service while supporting the advisory team with portfolio management and wealth planning. They will also handle client inquiries, coordinate meetings, and maintain the team's digital communication channels.
On-site · Montréal
You will establish and manage a client base of high-net-worth individuals and families while providing customized wealth management and investment services. Additionally, you will foster long-term relationships and collaborate with internal RBC partners to deliver comprehensive financial advice.
On-site · Montréal
The Associate Advisor will support the advisory team by managing client inquiries, executing trades, and rebalancing portfolios. They are also responsible for identifying new business opportunities and coordinating wealth management services for a sophisticated clientele.
On-site · Montréal
You will establish and manage a client base of high-net-worth individuals while providing customized wealth management and investment services. Additionally, you will foster long-term, multi-generational relationships and collaborate with internal RBC partners to meet complex financial needs.
On-site · Vancouver
The Associate provides concierge-level administrative support to an advisory team, including client meeting coordination and proactive service. They are responsible for managing client inquiries, documentation, and maintaining accurate files in compliance with regulatory requirements.
On-site · Calgary
Manage daily trading operations, including trade execution and portfolio rebalancing for clients. Provide professional client support and coordinate wealth planning services with internal specialists.
On-site · Mississauga
The Associate serves as the primary point of contact for clients, processing account transactions and managing administrative activities. They are responsible for supporting new client onboarding and ensuring operational compliance with regulatory standards.
On-site · Toronto
The Associate serves as the primary point of contact for clients, processing account transactions and managing onboarding documentation. They also handle administrative tasks such as calendar management and operational process improvements to support Investment Advisors.
On-site · Edmonton
The Associate provides administrative support to Investment Advisors by managing client accounts, preparing reviews, and handling client inquiries. They are also responsible for executing private banking deals and ensuring the proper settlement and delivery of client trades.
On-site · Collingwood
Manage client account administration, including opening and maintenance, while ensuring compliance and documentation are up-to-date. Support Investment Advisors by coordinating client meetings and managing communication channels like LinkedIn and Facebook.
On-site · Collingwood
Manage client account administration, including opening, maintenance, and regulatory compliance. Support the Advisor team by coordinating client meetings and managing communication channels such as social media and newsletters.
On-site · Edmonton
Provide administrative support to an Advisory Team by coordinating client meetings and managing account documentation. Handle client inquiries and maintain up-to-date client files while updating team communication channels.
On-site · Toronto
Provide administrative and operational support to clients, advisors, and the management team within the branch. Key duties include managing communications, processing account documentation, and handling fund transfers.
