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Associate

  • Oakville, ON, Canada

$37,500.00 - $50,000.00 · Full-time

This opening has closed.

The original listing is kept below for reference.

Job details

Pay
$37,500.00 - $50,000.00
Job type
Full-time
Closing date
Experience
Minimum of 1 year experience in the Investment field working as an Assistant/Associate
Posting language
English
Posted

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Original job description

Archived listing. The details below describe a past opening.

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.

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.

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

The Associate will support an Investment Advisor by managing client inquiries, processing orders, and maintaining account records. They are responsible for providing exceptional service and ensuring the efficient operation of the branch's business.

Requirements

Candidates must have at least one year of experience in the investment field and hold a Canadian Investment Regulatory Exam (CIRE) certification. Strong proficiency in Microsoft Office and excellent communication skills are required for this role.

Skills

  • Account management
  • Customer success
  • Decision making
  • Financial regulation
  • Group problem solving
  • Interpersonal relationships
  • Investment risk management
  • Time management
  • Organization skills
  • Microsoft Office Suite
  • Client service
  • Communication skills

Benefits

  • Bonuses
  • Flexible benefits
  • Competitive compensation
  • Commissions
  • Stock options
  • Coaching and development opportunities

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Customer Service & Support
  • Administrative

Keywords

  • Investment Advisor
  • RBC Dominion Securities
  • CIRE
  • Client Service
  • Account Management
  • Microsoft Office Suite
  • Financial Services
  • Wealth Management
  • Investment Field
  • Trade Settlement
  • Client Inquiries
  • Contact Management System
  • Professionalism
  • Time Management
  • Organization
  • Communication
  • Investment Regulation

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