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Added 2 mins ago
FR
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- Full-time
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BN
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(CAN) OMNI Customer Fulfillment Associate
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RBC Dominion Securities

Associate

Guelph, ON, Canada

$37,500.00 - $50,000.00 · Full-time

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Job details

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Apply by: Nov 13, 2026
Experience: 3+ years’ experience as an Associate
Posting language: English
Posted: Oct 30, 2026

Original job description

Job Description

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.

If you want to jump into an entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced associates, advisors, and financial planners in the country, then you should definitely read on!

Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning to money and we do this by delivering world class investment management, wealth management, and client service experiences. We also actively participate and support many local community initiatives in Guelph, Wellington County, and the surrounding areas.

THE ROLE

We have a large 16 person team and the Associate role partners with other team members to deliver high quality service to our new and existing clients through ongoing, proactive, and efficient support across day-to-day client service, account administration, and wealth management support. This role is as much instrumental to supporting specific Investment Advisors and their client book as it is instrumental in supporting cross training, leading or contributing to strategic initiatives, and supporting with team capacity during peak volume periods.

Top 5 Job Responsibilities

WORLD CLASS PRIMARY SERVICE CONTACT First point of contact to quarterback all client inquiries and requests for your Investment Advisor’s book of clients and ensure they are overly satisfied with our service levels - bring ideas back to the team for continued creativity and improvement
DRIVE OUR CONTACT SERVICE PLAN Partner with the Client Experience Associate to execute, manage, and audit your Investment Advisor’s contact service plan
ACCOUNT OPENING Execute a world class account opening and onboarding experience in-person and/or digitally
ACCOUNT ADMINISTRATION Execute all day to day, ad-hoc, and infrequent account administration to ensure our client’s needs are well serviced and ensure all accounts are 100% compliant with internal controls and regulatory requirements
DEVELOP AND CROSS-TRAIN SERVICE KNOWLEDGE Eagerly learn, develop, and test the breadth and depth of your service knowledge by exposing yourself to all service requests, complex client scenarios, and special projects and ensure that your fellow associates are exceptionally cross-trained

QUALITIES OF THE IDEAL CANDIDATE

Compassion, patience, and care are among your biggest assets
Proactive, helpful, and thoughtful service is second nature to you
You are a trustworthy team player with high integrity, a strong work ethic and self-discipline
You are enthusiastic, committed, and have an entrepreneurial spirit You learn rapidly, eagerly, and without fear
You are resilient to changing priorities, tasks, and adopting new technologies

Required Qualifications & Work Experience

3+ years’ experience as an Associate
IR Registered with CIRO
Demonstrated skills in providing world-class client service that will come across as professional, warm, thoughtful, and proactive
Meticulous attention to detail, strong organizational skills, and excellent time management
Demonstrated professionalism and ability to manage highly confidential information
Exceptional verbal and written communication skills – you can communicate with individuals at all levels and from various backgrounds, with confidence and grace

CONSIDERED AN ASSET

Specific experience with RBC Dominion Securities and its software products
Experience with Sales Force or other Customer Relationship Management (CRM) software
Strong proficiency in video conferencing and messenger service applications
Strong proficiency in Microsoft Office Products
Comfortable proficiency in AI tools like ChatGPT, Claude, or Perplexity

WHAT’S IN IT FOR YOU?

Elinesky Schuett Private Wealth attributes its success to its team members. We strive to attract and retain exceptional individuals by nurturing a diverse, equitable, and inclusive environment that is well-resourced, experienced, and engaged for career growth and personal development without compromising on competitive compensation, life-work balance, and service impact beyond the business. While working on our mission, some of the benefits our team members enjoy are:

Competitive base salary and variable performance bonuses
Comprehensive health benefits and matching programs
Competitive team and office perks including strong vacation, personal, sick, and flex day policies
Fun team events and active participation in the community

What this means for you:

Your total earning potential combines your base salary with your variable incentive opportunity. With a variable incentive of up to 1.0x your salary, your expected total compensation range is $75,000 - $100,000 annually.

Job Skills

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

Additional Job Details

Address:

42 WYNDHAM ST N:GUELPH

City:

Guelph

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-30

Application Deadline:

2026-11-13

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</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

Serve as the primary service contact for an Investment Advisor’s clients, handling inquiries, account opening, onboarding, and day-to-day account administration while ensuring regulatory compliance. Coordinate the advisor’s contact service plan, develop service expertise through cross-training, and contribute to team initiatives and capacity needs.

Requirements

Candidates need at least three years of experience as an Associate and must be registered with CIRO. They should demonstrate professional, proactive client service, strong organization and time management, meticulous attention to detail, discretion with confidential information, and excellent verbal and written communication.

Skills

Client Service
Account Administration
Account Opening
Client Onboarding
Contact Service Planning
Financial Regulation
Attention to Detail
Organization
Time Management
Confidential Information Management
Verbal Communication
Written Communication
Cross-Training
Microsoft Office
Investment Risk Management

Benefits

Comprehensive Health Benefits
Matching Programs
Competitive Team and Office Perks
Vacation Days
Personal Days
Sick Days
Flexible Days
Team Events
Community Participation

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Management
Client Service
Account Management
Account Administration
Account Opening
Client Onboarding
Contact Service Plan
CIRO Registration
Financial Regulation
Regulatory Compliance
Investment Advisors
High-Net-Worth Clients
Salesforce
Microsoft Office
Video Conferencing
Messenger Applications
Artificial Intelligence Tools
ChatGPT
Claude
Perplexity
Cross-Training
Confidential Information
Investment Risk Management

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