Senior Associate
- Toronto, 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
- Experience
- 4 years or more of professional experience within investment industry
- Posting language
- English
- Posted
Original 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. We are seeking a Senior Associate to join our team.
What will you do?
- Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required.
- Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client account inquiries and remain accountable to follow-up, as required.
- Help build and execute business plans, client segmentation, and client service plans.
- Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
- Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
- Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
- Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.
Must-have
- Canadian Investment Regulatory Exam, CIRE
- University degree
- A self-directed individual with a growth and goals-oriented mindset
- Exceptional written and verbal communication skills
- 4 years or more of professional experience within investment industry
- Meticulous attention to detail and strong problem solving and analytical skills
- Highly-developed client service skills
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
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:
2026-10-23
Application Deadline:
2026-11-06
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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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.
More about this job
Responsibilities
Coordinate client and prospect meetings, provide responsive account support, and follow through on client inquiries and service needs. Support business planning and relationship development, research markets and investments, and coordinate Wealth Management activities with specialists and the advisory team.
Requirements
A university degree and the Canadian Investment Regulatory Exam (CIRE) are required, along with strong written and verbal communication skills and a self-directed, growth-oriented mindset. Four or more years of investment-industry experience, meticulous attention to detail, strong analytical and problem-solving abilities, and highly developed client-service skills are preferred.
Skills
- Client Service
- Account Management
- Customer Success
- Problem Resolution
- Written Communication
- Verbal Communication
- Attention to Detail
- Problem Solving
- Analytical Skills
- Business Planning
- Client Segmentation
- Investment Research
- Market Research
- Relationship Management
- Financial Regulation
- Investment Risk Management
Benefits
- Bonuses
- Flexible Benefits
- Competitive Compensation
- Commissions
- Stock
- Coaching and Development Opportunities
- Training Program
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
- Sales
- Administrative
Keywords
- RBC Dominion Securities
- Wealth Management
- Investment Advisor
- Canadian Investment Regulatory Exam
- CIRE
- University Degree
- Client Service
- Account Inquiries
- Meeting Coordination
- Business Plans
- Client Segmentation
- Client Service Plans
- Asset Consolidation
- Referrals
- Centers of Influence
- Investment Research
- Market Research
- Investment Risk Management
- Wealth Management Process
- Financial Regulation
- Account Management
- Customer Success
- Problem Resolution
- Analytical Skills
- Interpersonal Relationships