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Added 5 mins ago
Associate, Incident Response
Kroll
Canada
Full-time
…Response to join our Cyber & Data Resilience Practice as an Associate! As an Associate at Kroll, you will provide support and guidance to a wide variety of clients in managing their…
Added 20 mins ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
Toronto, ON
…growth are abound. You will be a member of a collaborative and client-focused team. This is an opportunity to support our associate and Wealth Advisor teams with a variety of tasks and…
Added 20 mins ago
Data Management Associate
Equifax
Montreal, QC · CAN - Montreal
Full-time
The Data Management Associate would be working within the Data Contributor Services team, from information provided by Equifax data submitters, the Data Management Associate performs daily,…
Added 20 mins ago
Donor Centre Associate - Blood Collection
Canadian Blood Services
Brampton, ON
Canadian Blood Services is looking for a Temporary part-time Donor Centre Associate - Blood Collection to join our dynamic Collections team in our ON-Brampton-Financial Dr donor centre.
Added 20 mins ago
Transmission Line Designer 2 - Grid
Sargent & Lundy
Toronto, ON · North York, ON
Full-time
You may accompany and assist other project team members on walkdowns at client facilities to gather information for your design project.
Added 20 mins ago
Transmission Line Designer 3 - Grid
Sargent & Lundy
Toronto, ON · North York, ON
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You may accompany and assist other project team members on walkdowns at client facilities to gather information for your design project.
Added 20 mins ago
Administrative Assistant
Royal Bank of Canada
BC · COQUITLAM, British Columbia
Full-time
The RBC Dominion Securities branch located in Coquitlam is seeking an Associate to provide trading support to a successful Equity, Options, and Futures Broker. You will be responsible for…
Added 20 mins ago
Sr Associate, Product Strategy
Appnovation Technologies
Vancouver, BC
As a Senior Associate, you are an independent practitioner who leads meaningful portions of the work. You own requirements, backlogs, process maps, journeys, and prioritisation - the…
Added 34 mins ago
Capital Markets, Prospectus Center of Excellence Senior Associate (Bilingual FR/EN)
PwC Canada
Montreal, QC
Full-time
As a Capital Markets, Prospectus Center of Excellence Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client…
Added 34 mins ago
Client Service Associate
BCV Asset Management Inc.
Winnipeg, MB
Full-time
…year of business in 2026 and that manages over $7 billion in client assets. Our firm’s award-winning culture reflects our commitment to investment strategy, excellence in client service,…
Added 34 mins ago
Weekend Security Concierge
FirstService Residential Canada
Toronto, ON
Full-time
…in the physical building which could cause injury or loss of client’s…
Added 51 mins ago
Permanent Sales Associate (Devonshire Mall)
Knix
Windsor, ON
$17.95 CAD / hour
Part-time
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 51 mins ago
Customer Experience Associate
TD
Sault Ste. Marie, ON
Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 51 mins ago
Customer Experience Associate - Beauport
TD
Quebec, QC
Full-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 51 mins ago
Personal Banking Associate
TD
Thompson, MB
Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 1 hour ago
Registered Massage Therapist
Foundation Physiotherapy & Wellness
Toronto, ON
Internship
RMTS! Are you looking for an engaging and professionally-driven clinical setting? Looking to make a true impact on client outcomes?
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Program Support Worker (Casual, On call)
First United Church Community Ministry Society
Vancouver, BC
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Providing exceptional client greeting services; providing helpful and knowledgeable assistance and informed referrals to clients, visitors, and the public in-person, over the phone and via…
Added 1 hour ago
Regional Associate
CIBC
Vancouver, BC
Full-time
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and…
Added 1 hour ago
Senior Associate, Business Restructuring & Turnaround Services
BDO
Oakville, ON · Toronto, ON
Full-time
We’re looking for a Senior Associate to join our Corporate Restructuring group. This is a new role and a unique opportunity for someone who wants to build a meaningful career in financial…
Added 1 hour ago
Senior Associate, Business Restructuring & Turnaround Services
BDO
AB
Full-time
We’re looking for a Senior Associate to join our Corporate Restructuring group. This is a new role and a unique opportunity for someone who wants to build a meaningful career in financial…
Added 1 hour ago
ASSOCIATE MANAGER, GROWTH AND TRANSITION CAPITAL
BDC
Quebec, QC
Full-time
The Associate Manager, Growth and Transition Capital provides analytical, statistical, and account management support to the transaction team by extracting various financial data and…
Added 1 hour ago
Permanent Sales Associate (Devonshire Mall)
Knix
Windsor, ON
$17.95 CAD / hour
Full-time
As a Sales Associate at Knix, you play a key role in creating a warm, inclusive, and confidence-building experience for every customer who walks through our doors. From first hello to…
Added 1 hour ago
Sales Associate Full Time - Cambridge Mall
Wow! Mobile Boutique
Cambridge, ON
Full-time
…de notre activité. Nous nous concentrons sur une expérience client personnalisée, en fournissant des solutions des principaux opérateurs de services sans fil au Canada, TELUS, Rogers,…
Added 1 hour ago
Administrative Assistant
Royal Bank of Canada
Burnaby, BC
Full-time
The RBC Dominion Securities branch located in Burnaby (Kingsway) is seeking an Associate to provide trading support to a successful Equity, Options, and Futures Broker. You will be…
Added 1 hour ago
Senior Associate
Royal Bank of Canada
Vaughan, ON
Full-time
The RBC Dominion Securities branch located in Vaughan is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Senior Associate.

RBC

Associate

Victoria, BC, Canada

Pay: The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
Job type: Full-time
Apply by: Oct 18, 2026
Posting language: English
Posted: Oct 2, 2026

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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 Victoria is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an 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.

Client Service & Operations

Manage client experience for assigned household portfolio by answering inquiries, addressing concerns, and executing or delegating requests
Execute cash flow processes including wires, deposits, withdrawals, RIFs, EFTs, and fee management
Complete recurring administrative work such as tracking client ages for RSP-to-RIF conversions, unlocking LIRAs, and generating gains/loss reports
Manage RSP/TFSA/RIF/RESP processes, including client communications and withdrawal processing
Execute new client onboarding (documentation, transfers, online access setup, welcome calls)
Complete account closing and fee processes
Prepare meeting prep materials, and supporting documentation
Confirm client meeting details and ensure proper meeting logistics
Execute post-meeting tasks and follow-up items
Support estate settlement and client tax reporting processes

General Administration

Manage digital client experience including eStatements, WMOnline, and banking information updates
Complete operational tasks, W8-Ben forms, and account updates
Maintain household structures
Provide backup support during vacations, illness, and busy periods

Team Expectations

Putting clients first in all interactions
Demonstrating collaboration and teamwork
Following documented team processes and checklists
Supporting team members during peak periods

What do you need to succeed?

Must-have

Proactivity and ability to anticipate client and team needs
Strong attention to detail
Excellent time management and prioritization abilities
Clear verbal and written communication skills
Proficiency with firm technology tools and systems
Canadian Investment Regulatory Exam, CIRE

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 which include competitive compensation and flexible benefits
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
Opportunities to do challenging work
Opportunities to building close relationships with clients

The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value

Job Skills

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

Additional Job Details

Address:

730 VIEW ST:VICTORIA

City:

Victoria

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-02

Application Deadline:

2026-10-18

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.

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More about this job

Responsibilities

The Associate will manage client accounts, execute administrative operations, and support the Investment Advisor in portfolio management. They are responsible for maintaining documentation, ensuring compliance, and providing exceptional service to clients.

Requirements

Candidates must possess strong attention to detail, excellent time management skills, and clear communication abilities. A Canadian Investment Regulatory Exam (CIRE) certification is required for this role.

Skills

Account management
Customer success
Decision making
Financial regulation
Group problem solving
Interpersonal relationships
Investment risk management
Time management
Prioritization
Communication
Administrative support
Portfolio management
Client onboarding
Compliance
Documentation

Benefits

Competitive compensation
Flexible benefits
Total rewards program
Coaching and development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment
RBC Dominion Securities
Account administration
Client onboarding
Portfolio management
CIRE
RSP
TFSA
RIF
RESP
LIRA
Compliance
Financial planning
Cash flow management
Client service
Operations
Digital client experience
Estate settlement
Tax reporting

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