Associate- EN

Job summary

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.

Job details

Job Description What is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities Trois-Rivières branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate. By providing ongoing, exceptional service and support to our clients and our advisory team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remain up to date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities. What will you do? Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team. Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions. Effectively manage incoming communications from clients, advisors and other internal and external partners. Assist the advisory team in welcoming and onboarding new clients. Leverage your passion for planning to coordinate and prepare meetings for advisors with their clients/prospects. Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation are accurate, up to date, and compliant. Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters. What do you need to succeed? Must-have Canadian Investment Regulatory Exam (CIRE) Mastery of the French language Minimum of 2 years of experience in the securities industry Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook) Meticulous attention to detail and excellent time management skills Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients 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 Additional Job Details Address: 25 RUE DES FORGES:TROIS-RIVIÈRES City: Trois-Rivières Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-07-30 Application Deadline: 2026-09-28 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above 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.

What you’ll do

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.

Requirements

Candidates must possess the Canadian Investment Regulatory Exam (CIRE) certification and have at least two years of experience in the securities industry. Proficiency in French and strong technical skills in Microsoft 365 are also required.

Benefits

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock • Training program

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Regulatory Compliance · Preferred
• Microsoft 365 · Preferred
• Documentation · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Account Administration · Preferred
• Onboarding · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client service
• Account administration
• Wealth management
• Portfolio management
• Problem resolution
• Microsoft 365
• Time management
• Communication
• Social media management
• Regulatory compliance
• Financial planning
• Onboarding
• Documentation
• Relationship management

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative