Associate

Job summary

The Associate will coordinate client meetings, manage documentation, and provide proactive service to resolve client inquiries. They will also assist in executing business plans, conducting market research, and supporting the advisory team through the wealth management process.

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. We are seeking an Associate to join our team. What will you do? Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required. Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary. Respond to client account inquiries and remain accountable to follow-up, as required. Help build and execute business plans, client segmentation, and client service plans. Identify and execute opportunities among existing client base for asset consolidation, referrals, etc. Deepen existing relationships with Centers of Influence (COIs) through ongoing management. Conduct ongoing research on markets and investments, provide regular updates to the advisory team. Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up. What do you need to succeed? Must-have Canadian Investment Regulatory Exam, CIRE University degree A self-directed individual with a growth and goals-oriented mindset Exceptional written and verbal communication skills Nice-to-have 4 years or more of professional experience within investment industry Meticulous attention to detail and strong problem solving and analytical skills Highly-developed client service skills What’s in it for you? We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from: 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 An opportunity to make a difference and have a lasting impact on the lives of others Work in a dynamic, collaborative, progressive, and high-performing team The chance to work in a dynamic, collaborative, progressive, and high-performing team A world-class training program in financial services Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management 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: 2026-10-23 Application Deadline: 2026-11-26 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: $37,500.00 - $50,000.00 This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: 1.0x RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable. 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 coordinate client meetings, manage documentation, and provide proactive service to resolve client inquiries. They will also assist in executing business plans, conducting market research, and supporting the advisory team through the wealth management process.

Requirements

Candidates must hold a Canadian Investment Regulatory Exam (CIRE) certification and possess a university degree. Strong communication skills, a growth-oriented mindset, and professional experience within the investment industry are highly valued.

Benefits

• Bonuses
• Flexible benefits
• Competitive compensation
• Commissions
• Stock
• Coaching and managing opportunities
• Training program

Listed skills

• Account Management · Preferred
• Decision Making · Preferred
• Customer service · Preferred
• Communication Skills · Preferred
• Attention to detail · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account management
• Customer success
• Decision making
• Financial regulation
• Group problem solving
• Interpersonal relationships
• Investment risk management
• Client service
• Problem resolution
• Business planning
• Market research
• Investment analysis
• Communication skills
• Attention to detail
• Analytical skills
• Management
• Problem Solving
• Influencing Skills
• Self-Discipline
• Decision Making
• Innovation
• Investments
• Detail Oriented
• Financial Services
• Analytical Skills
• Coaching
• Research
• Customer Success Management
• Account Management
• Sales Prospecting
• Wealth Management
• Verbal Communication Skills
• Workplace Inclusivity
• Securities (Finance)
• Financial Risk
• Financial Regulations
• Asset Consolidation

Job areas

• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Consulting
• Associate
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors

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