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Added 1 day ago
PIA Client Service Associate
TD
Montreal, QC
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 1 day ago
Associate Director, Commercial Banking (Corporate Finance Group)
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Toronto, ON · FCP
The Associate Director plays a critical role in supporting the growth and risk‑management objectives of the portfolio. This role requires a combination of advanced financial analysis,…
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PIA Client Service Associate
TD
Brampton, ON
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 1 day ago
Private Trust Client Service Associate - Indigenous Trust Services (ITS)
TD
Winnipeg, MB · Calgary, AB
Full-time
We are seeking a Private Client Services Associate – Indigenous Trust Services (ITS) who will provide support in trust administration, assisting the team in delivering a legendary client…
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PIA Client Service Associate
TD
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…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
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IIA Administrative Associate, ScotiaMcLeod (Spanish/English)
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ScotiaMcLeod Administrative Associate - St John's
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St. John's, NL · Greater St. John's Metropolitan Area
Full-time
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ScotiaMcLeod Administrative Associate - St John's
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…employees nationwide and approximately $10 billion in assets under administration. Known for its entrepreneurial spirit and client-first approach, Ventum Financial provides expertise across…
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PIA Client Service Associate
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PIA Client Service Associate
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District manager
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Montreal, QC
Full-time
Added 3 days ago
IIA Administrative Associate, ScotiaMcLeod (Spanish/ English) - Toronto
Scotiabank
Toronto, ON
Ensure effective client administration by following up with clients on missing documentation required as per the industry regulatory requirements, maintaining client files and information…
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ScotiaMcLeod Administrative Associate - Winnipeg
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Winnipeg, MB
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ScotiaMcLeod Administrative Associate - Winnipeg
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As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 4 days ago
Private Banking Associate (International Private Banking)
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As a key member of the client relationship team, the Private Banking Associate - International Private Banking is responsible for developing sales and service solutions through regular…
Added 4 days ago
Associate
RBC Dominion Securities
Ottawa, ON
Full-time
…Team member, you will play a key role in both general practice administration and maintaining client accounts, ensuring account administration and documentation remains up-to-date and…
Added 4 days ago
Private Banking Associate (International Private Banking)
RBC
Vancouver, BC
Full-time
As a key member of the client relationship team, the Private Banking Associate - International Private Banking is responsible for developing sales and service solutions through regular…
Added 4 days ago
Associate
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Ottawa, ON
Full-time
…Team member, you will play a key role in both general practice administration and maintaining client accounts, ensuring account administration and documentation remains up-to-date and…
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RBC Dominion Securities

Associate

Ottawa, ON, Canada

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Apply by: Oct 7, 2026
Posting language: English
Posted: Sep 23, 2026

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Original job description

Job Description

Job Description

What is the opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

The RBC Dominion Securities branch in Ottawa is looking for a resourceful, efficient and collaborative individual to join our Team as an Associate.

By providing ongoing, exceptional service and support to our clients, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable Team member, you will play a key role in both general practice administration and maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with the Investment Advisors in managing client portfolios and wealth management planning opportunities.

What will you do?

Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
Monitors private banking business performance and market conditions when implementing new private banking services.
Introduces products and services to high net worth clients.
Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
Maintain existing client accounts from an account maintenance perspective, including but not limited to management of models, execution of trades, all position rebalancing functions to contracted levels, cash raises, and sending EFTs.
Follow up on client trades to ensure proper settlement and delivery.
Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
Ad hoc analysis on products and/or accounts as directed by the Advisor Team.

What do you need to succeed?

Must-have

Canadian Investment Regulatory Exam, CIRE.
Strong skills working with business applications/technology, including Microsoft Office Suite with experience and comfort with both Microsoft Excel and basic numeracy skills.
High quality time management and organization skills.
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients.
Exceptional verbal and written communication skills.

Nice-to-have

Knowledge of RBC Dominion Securities’ systems and procedures.
Experience in the securities industry is an asset.

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

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

45 O'CONNOR ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-23

Application Deadline:

2026-10-07

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.

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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</a/p>

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.

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More about this job

Responsibilities

Maintain client accounts and documentation, execute trades and portfolio rebalancing, and follow up to ensure transactions settle correctly. Respond to client inquiries, provide ongoing service, support Investment Advisors with account and product analysis, and help maintain client relationships.

Requirements

Candidates must have the Canadian Investment Regulatory Exam (CIRE), strong Microsoft Office and Excel skills, basic numeracy, and excellent time-management and organizational abilities. They should demonstrate professional, warm client service and exceptional verbal and written communication; familiarity with RBC Dominion Securities systems or securities-industry experience is an asset.

Skills

Account Management
Client Service
Account Maintenance
Trade Execution
Portfolio Rebalancing
Cash Management
Electronic Funds Transfers
Trade Settlement
Financial Analysis
Microsoft Excel
Microsoft Office
Time Management
Organization
Verbal Communication
Written Communication

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock
Coaching and Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Canadian Investment Regulatory Exam
CIRE
RBC Dominion Securities
Wealth Management
Investment Advisors
Client Accounts
Account Administration
Account Documentation
Regulatory Compliance
Portfolio Management
Trade Execution
Position Rebalancing
Cash Management
Electronic Funds Transfers
Trade Settlement
Client Service
High-Net-Worth Clients
Private Banking
Financial Products
Account Reporting
Microsoft Office
Microsoft Excel
Numeracy
Time Management
Organization
Financial Regulation
Investment Risk Management

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