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Added 6 mins ago
IM
Associate, Performance and Analytics, Reporting
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- Full-time
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RBC Dominion Securities

Client Experience Associate

Collingwood, ON, Canada

$37,500.00 - $50,000.00 · Full-time

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Applications open in a new tab.

Job details

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Apply by: Oct 13, 2026
Posting language: English
Posted: Sep 9, 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 branch located in Collingwood is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Client Experience Associate.

By providing ongoing, exceptional service and support to our clients and our Advisor 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?

Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Assist advisor with managing and executing on their Client service plan and RBC partner/COI service plan.
Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects and COIs.
Tap into your superior problem resolution skills to provide proactive client service.
Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
Manage special projects for the team, including regulatory projects requiring account documentation updates or client communications and firm-led initiatives i.e. eStatement campaign

What do you need to succeed?

Must-have

Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) (or within 12 months)
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

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
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:

1 1 ST:COLLINGWOOD

City:

Collingwood

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-09

Application Deadline:

2026-10-13

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

Administer client accounts, including opening and maintaining accounts, keeping documentation current and compliant, and resolving client requests. Support advisors with client service plans, meeting preparation, communications, portfolio management activities, and regulatory or firm-led projects.

Requirements

Candidates must have completed the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH), or be able to complete them within 12 months. They should have strong Microsoft Office and technology skills, excellent organization and time management, and a professional, warm approach to client service; knowledge of RBC Dominion Securities systems and securities-industry experience are assets.

Skills

Client Account Administration
Client Service
Account Management
Problem Resolution
Time Management
Organization
Microsoft Office
Social Media
Meeting Coordination
Financial Regulation
Investment Risk Management
Interpersonal Relationships
Decision Making
Client Communication

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Canadian Securities Course
Conduct & Practices Handbook
Microsoft Office Suite
RBC Dominion Securities
Wealth Management
Investment Advisor
Client Account Administration
Account Opening
Account Maintenance
Client Service Plans
Portfolio Management
Wealth Management Planning
Financial Services
Securities Industry
Financial Regulation
Regulatory Documentation
Client Communications
Social Media
LinkedIn
Facebook
Websites
Brochures
Newsletters
eStatements
Investment Risk Management
Problem Resolution
Meeting Coordination

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