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Added 21 mins ago
CORPORATE TRAVELLER - ONBOARDING SUCCESS MANAGER - CALGARY, AB
Flight Centre Travel Group Canada
AB · Alberta, Canada
Full-time
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Added 21 mins ago
CORPORATE TRAVELLER - ONBOARDING SUCCESS MANAGER - VANCOUVER BC
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RBC Dominion Securities

Associate

Toronto, ON, Canada

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Apply by: Oct 7, 2026
Experience: 2–5+ years of experience in wealth management, financial services, or a related client-facing role
Posting language: English
Posted: Sep 4, 2026

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Original job description

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.

Our downtown Toronto wealth management practice is seeking an experienced candidate to join our leading team. This is an excellent opportunity for a seasoned professional to deepen client relationships, support our Advisor team, and build their career within a high-performing organization backed by RBC’s stability and resources.

By providing ongoing, exceptional service and support to our clients and Advisor team, you will help strengthen existing relationships, welcome new clients to the firm, and play a key role in wealth management planning. As an invaluable internal and external point of contact, you will maintain client accounts, ensure compliance and documentation accuracy, and collaborate on portfolio and wealth management opportunities that make a tangible difference in our clients’ financial lives.

About This Role

This is a client-facing position that combines relationship management, operational excellence, and strategic support to our Advisor team. You’ll work with high-net-worth and sophisticated clients on complex wealth planning initiatives, including retirement strategies, multi-generational wealth transfer, and philanthropic planning. Your role bridges client needs with advisor expertise, positioning you to develop deeper understanding of wealth management dynamics and advance into advisory or senior leadership roles.

What You’ll Do

Manage Client Relationships: Maintain and deepen existing client accounts, proactively identify opportunities for client contact, and manage critical timelines and key dates to ensure clients feel supported and valued by our team.
Deliver Responsive Client Service: Respond promptly and professionally to client inquiries (account transactions, documentation, reporting, etc.) with a solutions-oriented mindset, demonstrating exceptional problem-solving and communication skills.
Support Client Onboarding: Work collaboratively with the Advisor team to welcome and seamlessly onboard new clients, ensuring positive first impressions and smooth account setup.
Coordinate Wealth Planning Activities: Leverage your planning expertise to prepare comprehensive meeting materials, coordinate client and prospect meetings with Advisors, and support the full wealth management planning process. Maintain detailed records of all wealth management activities and priorities.
Ensure Compliance & Accuracy: Become expert in internal controls and industry regulatory requirements. Maintain client files and documentation that are accurate, current, and fully compliant with all applicable standards.
Manage Communications & Operations: Effectively triage incoming communications from clients, Advisors, internal departments, and external partners. Follow up on client trades to ensure proper settlement and delivery. Update team communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters.
Cross-Departmental Collaboration: Draw on your superior problem-resolution skills to liaise with various departments and external partners, providing smooth and timely solutions that enhance the client experience.

What You’ll Bring to the Team

Must-Have

Canadian Investment Regulatory Exam, CIRE
2–5+ years of experience in wealth management, financial services, or a related client-facing role
Strong proficiency with business applications and technology, including Microsoft Office Suite and CRM systems
Exceptional verbal and written communication skills in English
Demonstrated ability to provide world-class client service that is professional, warm, and personable
Excellent time management, organizational skills, and attention to detail
Understanding of investment and wealth management concepts

Nice-to-Have

Knowledge of RBC Dominion Securities’ systems, procedures, and product offerings
Experience supporting high-net-worth or sophisticated clients
Familiarity with wealth planning tools and methodologies
Additional financial services certifications (e.g., PFP, CFP pathway)
Experience with social media management or marketing communications

Career Growth & Development

We invest in our people. You’ll benefit from:

Direct mentorship from experienced Advisors and senior team members
Structured coaching and professional development opportunities aligned with your career goals
Access to RBC’s world-class training programs in financial services and wealth management
Ongoing education support for pursuing advanced certifications (CFP, PFP, etc.)
Exposure to sophisticated wealth planning strategies and high-net-worth client dynamics

What’s in It for You

We thrive on the challenge to be our best, think progressively, and work together to deliver trusted advice that helps our clients thrive. You’ll be part of a team that cares about each other and collectively works hard to reach our potential and make a difference in our communities.

Total Rewards & Benefits

Competitive base salary with performance-based bonuses and incentive opportunities
Comprehensive benefits program including health, dental, vision, and wellness coverage
Flexible benefits allowing you to tailor coverage to your needs
RRSP matching and retirement planning support
Professional development budget for certifications and training
Access to RBC’s employee programs and community involvement opportunities

Why Join Us

Work in a dynamic, collaborative, and high-performing team environment
Make a tangible difference in clients’ financial lives and long-term wealth outcomes
Grow your expertise in wealth management within a firm ranked #1 in Canada
Build your career with the backing and resources of a global financial institution
Enjoy a supportive culture that enables success and invests in your development

Location & Work Environment

Downtown Toronto: Our practice is located downtown Toronto. You will work in a collaborative, modern office environment with a supportive team of Advisors and Client Service professionals. You’ll interact daily with clients, team members, and internal partners, requiring strong interpersonal skills and professionalism.

Team Dynamics: You’ll be part of a progressive, high-performing wealth management team committed to client excellence and mutual success. Our collaborative culture emphasizes coaching, problem-solving, and collective achievement.

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:

2026-08-06

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.

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More about this job

Responsibilities

Manage and strengthen client relationships by responding to inquiries, supporting onboarding, coordinating wealth-planning activities, and maintaining accurate, compliant client records. Support Advisors with meeting preparation, communications, trade follow-up, operational coordination, and collaboration with internal departments and external partners.

Requirements

Candidates must have the Canadian Investment Regulatory Exam (CIRE), 2–5 or more years of relevant client-facing experience, and proficiency with Microsoft Office and CRM systems. Strong English communication, client-service, organizational, and problem-solving skills, along with an understanding of investment and wealth-management concepts, are required.

Skills

Client Service
Wealth Management
Financial Planning
Investment Knowledge
Regulatory Compliance
Account Management
Client Onboarding
Communication
Problem Solving
Time Management
Organization
Attention to Detail
Microsoft Office
CRM Systems
Investment Risk Management

Benefits

Health Coverage
Dental Coverage
Vision Coverage
Wellness Coverage
Flexible Benefits
RRSP Matching
Retirement Planning Support
Professional Development Budget
Performance-Based Bonuses
Incentive Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Canadian Investment Regulatory Exam
CIRE
Wealth Management
Investment Management
High-Net-Worth Clients
Account Management
Client Onboarding
Wealth Planning
Retirement Planning
Philanthropic Planning
Investment Risk Management
Financial Services
Regulatory Compliance
Internal Controls
Client Documentation
Microsoft Office Suite
CRM Systems
Portfolio Management
Trade Settlement
Meeting Coordination
Social Media Management
Marketing Communications
PFP
CFP

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