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Added 6 mins ago
Financial Planning Advisor
CIBC
London, ON
Full-time
…offer recommendations to optimize and grow the clients’ wealth. Financial Planners develop a holistic and integrated wealth management strategy – one that combines investment management,…
Added 6 mins ago
Senior Manager, Payroll
The University of British Columbia
Vancouver, BC
$10,459.67 to $15,675.58 CAD / month
Full-time
…and institutional policy. This position plays a key role in financial reconciliation, labour relations support, internal controls, and payroll system development, while fostering a culture…
Added 6 mins ago
Manager, Payroll Operations & Control
The University of British Columbia
Vancouver, BC
$9,599.75 to $14,385.5 CAD / month
Full-time
…deadlines. These include technical interpretation of legislation, financial reconciliations, and providing expert advice to the University community. Through close interaction with…
Added 6 mins ago
Kettle Office Assistant
The Salvation Army in Canada
Calgary, AB
Full-time
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Added 6 mins ago
Cybersecurity Engineer
TMC Canada
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Full-time
…standards. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40…
Added 6 mins ago
Financial Reporting Manager
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Added 6 mins ago
Internal Wholesaler
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…by developing lasting relationships with brokerage firms and financial advisors. Working closely with the external sales team, you will contribute directly to the commercial performance of…
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As our development platform grows, we are seeking an experienced Corporate Controller - Residential Development to lead the accounting and financial management of our residential portfolio.
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Contract
Commercially minded and client-focused. You communicate legal advice crisply and concisely, building strong relationships with sophisticated financial services clients.
Added 6 mins ago
Investment Associate
RBC Dominion Securities
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Full-time
…base. You will work collaboratively with Relationship Managers, Financial Planners, and Operations Associates to deliver exceptional administrative portfolio management…
Added 6 mins ago
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Added 20 mins ago
AVP, Commercial Auto - Montreal
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Added 21 mins ago
Trust Accountant
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Calgary, AB
Full-time
The Trust Accountant is responsible for the full accounting and financial reporting cycle for a portfolio of Indigenous trust accounts, including First Nations Treaty benefit trusts, land…
Added 21 mins ago
Trust Accountant
Olympia Financial Group Inc
AB
Full-time
The Trust Accountant is responsible for the full accounting and financial reporting cycle for a portfolio of Indigenous trust accounts, including First Nations Treaty benefit trusts, land…
Added 21 mins ago
Documentation Specialist
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Added 21 mins ago
Director, Financial planning and analysis, Nuclear Sector
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Reporting to CFO Nuclear, this position provides high quality financial support to the overall Nuclear sector. This role will facilitate and analyze budget, actuals, forecasts, revenue…
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Project Accountant
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We are seeking a detail-oriented Project Accountant to support the financial success of complex projects through reporting, analysis, forecasting, and accounting activities. The successful…
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Specialist, Operations Expenses
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Support Expense Planning, Forecasting & Financial Management
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Added 36 mins ago
Business Development Partner
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At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 36 mins ago
Associate Advisor
RBC Dominion Securities
Ottawa, ON
Full-time
…every level and equips us to help our clients achieve their financial…
Added 36 mins ago
Associate
RBC Dominion Securities
Ottawa, ON
Full-time
…management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth…
Added 36 mins ago
Branch Manager- EN
RBC
Montreal, QC
Full-time
Financial strength and strong brand to support your goals
Added 36 mins ago
Associate Advisor
RBC Dominion Securities
Ottawa, ON
Full-time
…every level and equips us to help our clients achieve their financial…
Added 36 mins ago
Senior Manager, Portfolio Management (Hybrid)
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Mississauga, ON
Full-time
Monitors financial performance of product lines and makes recommendations for pricing action against revenue and margin objectives. Sets target product costs for new products. Evaluates…

RBC

Associate

Windsor, ON, Canada

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Apply by: Oct 7, 2026
Posting language: English
Posted: Sep 23, 2026

Apply About employer

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Original job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Windsor, Ontario is seeking an Associate to provide administrative support to a dynamic Advisory Team.

You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

What will you do?

Coordinate and prepare meetings for Advisors with their clients/prospects.
Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
Assist the Advisor team with client onboarding.
Help manage incoming communications from clients, Advisors and other internal and external partners.
Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
Follow up on client trades to ensure proper settlement and delivery
Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

Strong Microsoft Office Suite skills
High level of 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 in English
Ability to complete licensing requirements (CIRE)

Nice-to-have

CIRE or Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
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, 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 service

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

1922 WYANDOTTE ST E:WINDSOR

City:

Windsor

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-01

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.

Apply About employer

More about this job

Responsibilities

The Associate provides administrative support to an Advisory Team by coordinating client meetings and managing incoming communications. They are responsible for maintaining accurate client files, ensuring regulatory compliance, and assisting with the client onboarding process.

Requirements

Candidates must possess strong Microsoft Office skills, exceptional communication abilities, and high-level organizational skills. While not mandatory, professional certifications such as the Canadian Securities Course (CSC) or Conduct and Practices Handbook (CPH) are considered assets.

Skills

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

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Advisory Team
Administrative Support
Client Service
Regulatory Requirements
Account Transactions
Tax Receipts
Client Onboarding
Microsoft Office Suite
CIRE
CSC
CPH
Securities Industry
Compliance
Audit
Financial Services
LinkedIn
Facebook
Newsletters
Trade Settlement

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