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Added 1 hour ago
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Wealth Management Analyst
Archer
Montreal, QC
- Full-time
…support. This role serves as a stepping stone to a position as an associate wealth management…
Added 1 hour ago
FR
Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
As a Security Concierge, you’ll be responsible for assisting residents by providing information and services as needed. This role requires someone that is self-motivated, outgoing,…
Added 1 hour ago
Y
Intern, Associate Technical Account Manager
Yardi
Toronto, ON
- Volunteer
As an Intern on the Client Services team, you will provide software support and implementation guidance to clients utilizing the financial accounting and business operations functions in…
Added 1 hour ago
Y
Intern, Associate Technical Account Manager
Yardi
Toronto, ON
- Volunteer
As an Intern on the Client Services team, you will provide software support and implementation guidance to clients utilizing the financial accounting and business operations functions in…
Added 1 hour ago
I
Sales Associate
Invent
Canada
- Full-time
INVENT® is an intelligent application and data enterprise platform purpose-built for wealth management and financial services. INVENT Cloud brings fragmented business information together…
Added 1 hour ago
SP
Customer Success Manager
Salesforce Partner Canada
Toronto, ON
- Full-time
Increase customer engagement with products and services and identify major political barriers to customer success.
Added 1 hour ago
PC
Deals - Deal Valuation - Senior Associate
PwC Canada
Toronto, ON
- Full-time
…at PwC, you will focus on providing analysis and valuation services for mergers, acquisitions, and other financial transactions. You will help clients make informed decisions by assessing…
Added 4 hours ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles
Shoppers Drug Mart
Saint-Eustache, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 4 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Saint-Eustache, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 4 hours ago
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Technicien en pharmacie assujetti à une règlementation, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Saint-Eustache, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 5 hours ago
NB
Wealth associate
National Bank of Canada
Sorel-Tracy, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 5 hours ago
PC
Deals - Deal Valuation - Senior Associate
PwC Canada
Toronto, ON
- Full-time
In deal valuation at PwC, you will focus on providing analysis and valuation services for mergers, acquisitions, and other financial transactions. You will help clients make informed…
Added 6 hours ago
PP
Senior QA Associate
PCI Pharma Services
Mississauga, ON · CAN_Mississauga
- Full-time
Responsible for applying and maintaining quality standards for PCI Pharma Services and products. Responsible for the maintenance and performance of all quality management systems. Works…
Added 7 hours ago
CD
Client Dedicated Coordinator
Club Demonstration Services
Toronto, ON
- Full-time
This is a client-dedicated Coordinator role supporting the Colgate account, performing substantially the same functions as the existing Colgate Coordinator position. The incumbent provides…
Added 7 hours ago
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Client Dedicated Coordinator
Advantage Solutions
Toronto, ON
- Full-time
This is a client-dedicated Coordinator role supporting the Colgate account, performing substantially the same functions as the existing Colgate Coordinator position. The incumbent provides…
Added 7 hours ago
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Lead Artist (Props) I Chef.fe d’équipe Artiste (Props)
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Montreal, QC
- Full-time
Notre impact repose sur l’amélioration des communautés dans lesquelles nos employé·e·s, nos client·e·s et nos publics vivent et travaillent.
Added 7 hours ago
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Associate Art Director - Characters | Directeur.trice Artistique Associé.e – Personnages
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Added 8 hours ago
R
Associate
RBC
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Vancouver Royal Center is looking for an Associate to provide concierge level administrative support to a successful Advisory Team.
Added 11 hours ago
Technical Account Manager Associate II, Google Cloud Consulting
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Added 11 hours ago
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Customer Success Manager
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
Increase customer engagement with products and services and identify major political barriers to customer success.
Added 12 hours ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Victoriaville, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 13 hours ago
ER
Senior Research Associate - Public Affairs
Environics Research
Toronto, ON
- $75,000 to $90,000 CAD / year
- Full-time
…time in a public opinion/marketing research agency providing services to public, private, and/or NGO…
Added 13 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Blainville, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 14 hours ago
R
Associate, US Tax
Richter
Montreal, QC
- Full-time
The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services

RBC Dominion Securities

Associate- EN

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 9, 2026
Experience: Minimum of 2 years of experience in the securities industry
Posting language: English
Posted: Oct 7, 2026

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.

The RBC Dominion Securities Montréal Uptown branch is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.

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

What will you do?

Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
Effectively manage incoming communications from clients, Advisors and other internal and external partners.
Assist the advisory team in welcoming and onboarding new clients.
Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must-have

Canadian Investment Regulatory Exam (CIRE)
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Minimum of 2 years of experience in the securities industry
Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
Meticulous attention to detail and excellent time management skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services

Job Skills

Additional Job Details

Address:

1501 AV MCGILL COLLEGE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-07

Application Deadline:

2026-11-09

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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/span>

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, respond to inquiries, coordinate onboarding and advisor meetings, and provide timely, professional service to clients and internal partners. Support investment advisors with portfolio and wealth-planning activities while keeping account records compliant and updating the team’s communication channels.

Requirements

Candidates must have the Canadian Investment Regulatory Exam (CIRE), at least two years of securities-industry experience, and bilingual English and French proficiency. They also need strong Microsoft 365 skills, meticulous attention to detail, excellent time management, and a professional, warm approach to client service.

Skills

Client Service
Account Administration
Investment Portfolio Support
Wealth Management Planning
Problem Resolution
Time Management
Attention to Detail
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Client Onboarding
Meeting Coordination
Regulatory Compliance
Social Media Management

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Canadian Investment Regulatory Exam
CIRE
Securities Industry
Wealth Management
Investment Advisory
Client Accounts
Account Administration
Account Documentation
Regulatory Compliance
Client Service
Client Onboarding
Portfolio Management
Wealth Planning
Microsoft 365
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Social Media
LinkedIn
Facebook
Websites
Brochures
Newsletters
Bilingual English and French

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