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Added 11 mins ago
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
Full-time
…values. We are dedicated to offering our customers the highest quality products and services and are looking for people with the inspiration and talent to develop with us as we pursue our…
Added 11 mins ago
Personal Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
As a Personal Banking Advisor at National Bank’s call centre, you’ll live your ambitions and have a positive impact on your own life as well as on the lives of clients and colleagues. By…
Added 27 mins ago
Retention Specialist
Jobber
Remote, Canada
Full-time · Remote
You’ll develop deep product knowledge and act as a trusted advisor to customers, confidently navigating complex conversations and leveraging your expertise to showcase how Jobber’s features…
Added 5 hours ago
Business Advisor
City of Saint John
Saint John, NB
Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 5 hours ago
Administrative & Marketing Assistant
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Full-time
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Experience conducting compliance reviews, monitoring activities, quality assurance reviews, or similar verification activities.
Added 12 hours ago
VP, Accounting & Controllership (Husky)
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Bolton, ON
Full-time
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Added 13 hours ago
Winter Intern 2027 - Marketing
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RBC Dominion Securities

Associate

Oakville, ON, Canada

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Apply by: Oct 7, 2026
Experience: Minimum of 1 year experience in the Investment field working as an Assistant/Associate
Posting language: English
Posted: Sep 23, 2026

Apply About employer

Applications open in a new tab.

Original job description

Job Description

The RBC Dominion Securities Branch located in Oakville, ON is looking for an Associate to join the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional manner.

What you will do:

Input and follow-up on client orders as directed by IA’s
Meet and greet prospects and clients
Investigate and follow-up on all client inquiries
Utilize contact management system for all necessary follow up
Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate
Follow-up on client trades to ensure proper settlement and delivery
Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports

What do you need to succeed?

Must-have

Minimum of 1 year experience in the Investment field working as an Assistant/Associate
Canadian Investment Regulatory Exam, CIRE
Strong skills working with business applications/technology, including Microsoft Office Suite
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

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:

435 NORTH SERVICE RD W:OAKVILLE

City:

Oakville

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-21

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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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.

Apply About employer

More about this job

Responsibilities

Support an Investment Advisor by processing and following up on client orders, welcoming clients and prospects, and investigating and resolving account inquiries and complaints. Monitor account activity and trades to ensure appropriate follow-up, settlement, and delivery while maintaining professional client service.

Requirements

Applicants must have at least one year of experience in the investment field as an Assistant or Associate and hold the Canadian Investment Regulatory Exam (CIRE). They should be proficient with business applications, including Microsoft Office, and demonstrate strong organization, time management, client service, and written and verbal communication skills.

Skills

Client Service
Order Processing
Client Inquiry Resolution
Complaint Resolution
Trade Settlement
Account Management
Contact Management
Microsoft Office
Time Management
Organization
Verbal Communication
Written Communication
Financial Regulation
Investment Risk Management
Decision Making
Interpersonal Relationships

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock
Coaching And Development Opportunities
Training Program

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisor
Wealth Management
Investment Field
Canadian Investment Regulatory Exam
CIRE
Client Orders
Client Service
Account Inquiries
Complaint Resolution
Trade Settlement
Account Activity
Contact Management System
Microsoft Office Suite
Financial Regulation
Investment Risk Management
Account Management
Customer Success
Decision Making
Group Problem Solving
Interpersonal Relationships

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