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
Serve as a primary client contact and support advisors by processing account transactions, onboarding clients, maintaining records, and coordinating administrative activities. Ensure compliance and operational controls, resolve inquiries with internal and external partners, and identify process improvements.
On-site · Toronto
Manage relationships and account operations for more than 100 client households, providing portfolio reviews, performance monitoring, transactions, and responsive ongoing service. Develop financial plans and investment portfolios, anticipate client needs, and coordinate with internal teams to resolve issues and support client satisfaction and retention.
On-site · Mississauga
Provide responsive client service and support the Investment Advisor in maintaining and growing the business. Process account transactions, coordinate client onboarding, manage administrative activities, liaise with stakeholders, and uphold operational controls and compliance while identifying process improvements.
On-site · Montréal-Ouest
Manage the end-to-end account-opening and onboarding process for new advisory teams, including preparing documents and obtaining client signatures. Coordinate and optimize account setup, handle requests and inquiries, prepare reports, and use a contact management system to improve team efficiency.
On-site · Montréal
Lead end-to-end onboarding and account openings for new advisory teams, coordinating documentation, client signatures, and each stage of account setup. Handle daily requests, reporting, and account inquiries while using contact management technology to improve workflow efficiency.
On-site · Burnaby
Prepare and manage account-opening documents, client correspondence, review materials, and records, while following up on documentation, trades, and plan transfers to ensure timely settlement. Support the advisory team with client service, portfolio review scheduling, mailings, telephone calls, and other administrative tasks.
On-site · Coquitlam
Execute equity, options, and futures trades for retail and corporate clients, and provide responsive support to clients and the Advisor Team. Maintain client accounts and documentation, support onboarding and communications, coordinate trade execution, and follow up to ensure proper settlement and delivery.
On-site · Vaughan
Process branch cash transactions, prepare and manage reports and operational documents, support account-opening approvals, and provide reception and client service. Assist branch management with office administration, communications, and special projects.
On-site · Winnipeg
Manage the branch’s daily administrative and operational activities, including transaction approvals, sales request verification, account openings, compliance controls, and sales support. Train branch staff, coordinate ongoing learning, support technology access and troubleshooting, and oversee branch facilities and equipment.
On-site · Trois-Rivières
Administer client accounts, respond promptly to client requests, maintain accurate and compliant records, and support client onboarding. Coordinate advisor-client meetings, manage communications, and update the team’s digital and social media channels.
On-site · Trois-Rivières
Administer client accounts, respond to client requests, maintain accurate and compliant documentation, and provide timely, professional support to clients and the advisory team. Coordinate client onboarding and advisor meetings, manage communications, and update the team’s digital and print communication channels.
On-site · Vancouver
Provide administrative support to a portfolio management and advisory team, including preparing account-opening documents, tracking client paperwork and trades, and maintaining client account records. Schedule portfolio reviews, prepare client materials and correspondence, manage daily tasks and records, and assist with mail, telephone calls, and other administrative duties.
On-site · Victoria
Manage client inquiries and account administration, process transactions and recurring account tasks, and maintain accurate, compliant documentation. Support Investment Advisors with client onboarding, meeting preparation and follow-up, portfolio management, estate settlement, and tax reporting.
On-site · Hamilton
Administer and maintain client accounts, respond to client requests and inquiries, and ensure account documentation is accurate and compliant with internal controls and regulatory requirements. Support Advisors by onboarding clients, coordinating meetings, managing account timelines, and providing proactive service to clients and internal and external partners.
On-site · Vancouver
Support client onboarding, account transfers, ongoing account servicing, cash transactions, and technology inquiries while coordinating with internal and external partners. Maintain client investment data and support cash management, portfolio operations, business development, and administrative needs for Portfolio Managers.
On-site · Norfolk
Coordinate and prepare client and prospect meetings, respond to account inquiries, support client onboarding, and provide proactive service and problem resolution. Maintain client accounts, documentation, timelines, and files accurately while coordinating with internal departments and meeting regulatory requirements.
On-site · Ottawa
Execute investment trades, manage portfolio rebalancing and account activity, and coordinate client transitions while prioritizing timely requests. Maintain accurate account records, conduct compliance reviews, prepare reporting and analysis, and collaborate with internal teams to support high-quality portfolio management and client service.
On-site · Ottawa
Develop investment strategies and financial plans, build client portfolios, and manage client relationships through meetings, account support, and follow-ups. Grow the business through prospecting, referrals, asset consolidation, cross-selling, and collaboration with RBC partners while researching markets and investments.
On-site · Ottawa
Develop investment strategies and financial plans, build and manage client portfolios, and provide proactive advice and support to clients. Grow the business through prospecting, referrals, asset consolidation, cross-selling, and relationship management while researching markets and supporting the advisory team.
On-site · Vancouver
Support an Investment Advisor team by preparing for and coordinating client meetings, responding to account inquiries, resolving service issues, and managing follow-ups and documentation. Help grow the business through client and prospect support, business and service planning, asset consolidation and referral opportunities, relationship management, trading support, and investment research.
