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Added 17 mins ago
Advisor
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Full-time
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Représentant Du Service à La Clientèle
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Added 1 hour ago
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RBC

Associate

Burlington, ON, Canada

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Apply by: Oct 12, 2026
Posting language: English
Posted: Sep 28, 2026

Apply About employer

Applications open in a new tab.

Original job description

Job Description

What is the opportunity?

The RBC Dominion Securities Burlington branch is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners

Support the Investment Advisors in general administrative duties in the management of client accounts

Support the Investment Advisors in the preparation of client reviews and presentations

Request information and documentation from clients in order to open accounts and keep client files up to date

Follow up on client trades to ensure proper settlement and delivery

Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?

Must-have

Post Secondary Education (College or University)

Excellent communication skills, both verbal and written

Proficiency with Microsoft Office Suite

Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH)

Relevant experience in the financial services industry

Meticulous attention to detail and strong organizational skills

Nice-to-have

Dominion Securities (DS) or Retail Brokerage work experience

Enthusiastic, committed, and entrepreneurial spirit

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

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager. RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

Job Skills

Account Management, Contact Clients, Customer Success, Documentations, Group Problem Solving, Interpersonal Relationships, Organizational Leadership, Time Management

Additional Job Details

Address:

4475 NORTH SERVICE RD:BURLINGTON

City:

Burlington

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-23

Application Deadline:

2026-10-12

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 will support Investment Advisors by managing client accounts, preparing reviews, and handling administrative tasks. They are also responsible for professional servicing of client inquiries via telephone and email while ensuring accurate trade settlement.

Requirements

Candidates must have post-secondary education, proficiency in Microsoft Office, and completion of the CSC and CPH courses. Relevant experience in the financial services industry and strong organizational skills are required for success.

Skills

Account management
Client communication
Customer service
Administrative support
Financial services
Microsoft Office Suite
Canadian Securities Course
Conduct and Practices Handbook Course
Attention to detail
Organizational skills
Problem solving
Interpersonal relationships
Time management
Trade settlement
Client documentation

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock
Coaching
Training program

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Advisor
Financial Services
Client Accounts
Administrative Duties
Canadian Securities Course
Conduct and Practices Handbook Course
Microsoft Office Suite
Trade Settlement
Client Reviews
Account Opening
Customer Service
Communication Skills
Organizational Skills
Retail Brokerage
Total Rewards Program
Flexible Work Arrangements
Professional Servicing
Documentation
Financial Industry

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