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Added 1 hour ago
RA
Senior Investment Specialist
Recrute Action
Montréal, QC
- $75,000 to $85,000 CAD / year
- Full-time
- On-site
…sources.<br/></div><div>? Process client transactions according to client or advisor instructions.<br/></div><div>? Maintain current knowledge of regulations and trading activities…
Added 1 hour ago
W
Talent Acquisition Partner (Temporary)
Walmart
Mississauga, ON
- Full-time
…capabilities, potential, and fit, while acting as a talent…
Added 1 hour ago
W
Senior Manager, Strategic Initiatives- Corporate Strategy
Walmart
Mississauga, ON
- Full-time
Manage stakeholder communications and relationships, and become a trusted advisor to influence key outcomes.
Added 2 hours ago
AG
Account Director, Earned Media Strategy
Adelphi Group
Toronto, ON
- Full-time
Serve as a trusted advisor and senior partner to client leaders and executive teams, providing high-level strategic counsel on brand reputation, media landscapes, crisis communications,…
Added 2 hours ago
AG
Account Director, Client Experience
Adelphi Group
Toronto, ON
- Full-time
Our Toronto office is looking for an Account Director, Client Experience, Healthcare, who is a seasoned public relations consultant responsible for managing a portfolio of client accounts…
Added 2 hours ago
AG
Customer Success Manager, Growth
Adelphi Group
Toronto, ON
- Full-time
Client Success & Strategic Account Management:
Added 2 hours ago
AG
Director, Social & Influencer
Adelphi Group
Toronto, ON
- Full-time
Serve as primary strategic advisor to account teams and clients on social and influencer opportunities
Added 2 hours ago
Client Service Associate, Wealth Management - St. Catharines
The Canada Life Assurance Company
St. Catharines, ON
Schedule and manage Advisor/Client Appointments and events, participating and documenting key information where required
Added 2 hours ago
Smart Utilities Managing Consultant
Capgemini
Mississauga, ON
Develop account plans and coordinate delivery of a range of service offerings, building trust by mobilizing the right resources and facilitating consistent quality
Added 2 hours ago
通
Customer Insights Manager - Loblaws
通用磨坊股份有限公司
Mississauga, ON · Toronto, ON
- Full-time
…comparable category management, customer insights, retail sales, or account-focused role, then apply your expertise to General Mills brands, categories, and ways of…
Added 2 hours ago
WI
Specification Representative
Wilsonart International
Winnipeg, MB
- Full-time
…specifications for all Wilsonart products. This role serves as a trusted advisor to the commercial design community, influencing material selection and ensuring Wilsonart solutions are…
Added 2 hours ago
WI
Specification Representative
Wilsonart International
AB · Edmonton
- Full-time
…specifications for all Wilsonart products. This role serves as a trusted advisor to the commercial design community, influencing material selection and ensuring Wilsonart solutions are…
Added 2 hours ago
Program Advisor (Bilingual and Non-Bilingual)
Advanced Education and Training
Winnipeg, MB
Manitoba Advanced Education and Training is seeking highly motivated individuals to fill one regular bilingual Program Advisor position and one term non-bilingual Program Advisor position.
Added 3 hours ago
Worker Advisor
Department of Labour and Immigration
Winnipeg, MB
The Department of Labour and Immigration is seeking a qualified candidate to fill the position of Worker Advisor in Winnipeg. The Manitoba government has a comprehensive benefits package…
Added 4 hours ago
C
Private Banking Advisor
CIBC
Ottawa, ON
- Full-time
…primarily banking, credit and investment based. Ensure quality of account portfolio by performing risk assessment and in-depth financial analysis on all potential or existing High New Worth…
Added 5 hours ago
C
Bilingual Sales Associate, Apartments.com - Toronto, Ontario
CoStar
Toronto, ON
- Full-time
Relationship Management – Build and maintain relationships with clients as a trusted advisor to their strategic marketing plan and grow revenue.
Added 5 hours ago
WF
Insurance Advisor
Western Financial Group
Brandon, MB
- Contract
Added 5 hours ago
AW
Bilingual Customer Success Associate / Associé(e) bilingue à la réussite client
Agora Wealth
Mississauga, ON
- Full-time
The Agora Operations and Advisor Support Department is responsible for providing a full range of account lifecycle and maintenance activities and support to our clients. As a Bilingual…
Added 5 hours ago
MG
Business/Admin Temp.
Maplesoft Group, an SEB Company
Mississauga, ON
- Contract
Familiarity with registered and non-registered investment account types, including:
Added 6 hours ago
B
Farm Insurance Advisor- Sales & Service Book of Business
BrokerLink
Sherwood Park, AB · St. Albert, AB
- Full-time
- Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more
Added 6 hours ago
RD
Associate- EN
RBC Dominion Securities
Montreal, QC
- Full-time
…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…
Added 6 hours ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
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…
Added 6 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
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…
Added 7 hours ago
WC
Senior Manager, Strategic Initiatives- Corporate Strategy
Walmart Canada
Mississauga, ON
- Full-time
Manage stakeholder communications and relationships, and become a trusted advisor to influence key outcomes.
Added 7 hours ago
M
Account Director
Mint
Toronto, ON
- Full-time
…work is done through true partnership, as an extension of and advisor to our…

RBC

Associate

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 9, 2026
Experience: Minimum of 2 years of experience in the securities industry
Posting language: English
Posted: Oct 7, 2026

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 Montréal Uptown branch 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 advisory 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.

What will you do?

Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
Effectively manage incoming communications from clients, Advisors and other internal and external partners.
Assist the advisory team in welcoming and onboarding new clients.
Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must-have

Canadian Investment Regulatory Exam (CIRE)
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Minimum of 2 years of experience in the securities industry
Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
Meticulous attention to detail and excellent time management skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

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

Job Skills

Additional Job Details

Address:

1501 AV MCGILL COLLEGE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-07

Application Deadline:

2026-11-09

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.

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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 manage client accounts, ensure administrative compliance, and support the advisory team with portfolio management and client onboarding. They will also act as a primary point of contact for client inquiries and maintain the team's communication channels.

Requirements

Candidates must hold a Canadian Investment Regulatory Exam (CIRE) certification and possess at least 2 years of experience in the securities industry. Proficiency in English and French is required, along with strong skills in Microsoft 365 and client service.

Skills

Wealth management
Client service
Account administration
Portfolio management
Regulatory compliance
Problem resolution
Microsoft 365
Time management
Communication
Onboarding
Social media management
Financial planning

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options
Training program

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Securities industry
CIRE
Client service
Account administration
Portfolio management
Regulatory compliance
Microsoft 365
Word
Excel
PowerPoint
Outlook
Social media
LinkedIn
Facebook
Financial services
Onboarding
Client relations
Investment advisor
Documentation

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