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Added 7 mins ago
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Senior Wealth Advisor | Financial Planner - Partner - Mainstreet Credit Union
Aviso
Sarnia, ON
- Full-time
Internally the Senior Wealth Advisor works in close collaboration with the retail branch network and the commercial lending division to establish trusted internal relationships and raise…
Added 10 mins ago
Manager, IT Service Management
CANADIAN AIR TRANSPORT SECURITY AUTHORITY
Ottawa, ON
The Canadian Air Transport Security Authority (CATSA) has 1 (one) exciting indeterminate opportunity within the Technology branch at the CATSA Headquarters.
Added 25 mins ago
Senior Finance and Procurement Analyst
Government of Alberta
AB
The Financial Services Branch of Alberta Arts, Culture and Status of Women provides expertise and leadership in all financial matters affecting the ministries of Arts, Culture and Status of…
Added 40 mins ago
RB
Associate
Royal Bank of Canada
Montreal, QC
- Full-time
The RBC Dominion Securities Place Ville Marie branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.
Added 40 mins ago
RB
Senior Associate
Royal Bank of Canada
Richmond Hill, ON
- Full-time
The RBC Dominion Securities branch located in Richmond Hill is looking for a resourceful, efficient and collaborative individual to join a high-performing Director's Council Team.
Added 54 mins ago
HR
Territory Sales Representative CA
Herc Rentals
Bonnyville, AB
- Full-time
…Sales representative’s goal is to maximize revenue for the branch and the…
Added 54 mins ago
CF
Financial Services Assistant-EN
Canadian Forces Morale and Welfare Services
Saint-Jean-sur-Richelieu, QC · St-Jean-Sur-Richelieu, QC
- $19.85 to $23.41 CAD / hour
- Full-time
The Financial Services Assistant (FSA) is the on location ambassador of our branch office and is responsible for greeting clients and ensuring that the branch meets the standards of our…
Added 55 mins ago
R
Senior Associate
RBC
Richmond Hill, ON
- Full-time
The RBC Dominion Securities branch located in Richmond Hill is looking for a resourceful, efficient and collaborative individual to join a high-performing Director's Council Team.
Added 55 mins ago
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Associate
RBC
Brossard, QC
- Full-time
The RBC Dominion Securities Brossard branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.
Added 55 mins ago
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Senior Associate
RBC
Richmond Hill, ON
- Full-time
The RBC Dominion Securities branch located in Richmond Hill is looking for a resourceful, efficient and collaborative individual to join a high-performing Executive Council Team.
Added 55 mins ago
T
Personal Banking Associate Trainee
TD
St. Catharines, ON
- Full-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 55 mins ago
T
Customer Experience Associate - Inviting Applicants who identify as First Nation (Status and Non-Status) Inuit, and Métis for future opportunities in Brampton
TD
Brampton, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 55 mins ago
T
Customer Experience Associate
TD
Petrolia, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 55 mins ago
T
Customer Experience Associate
TD
Kingston, ON
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 55 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs,…
Added 55 mins ago
T
Personal Banking Associate
TD
Salmon Arm, BC
- Part-time
…and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the…
Added 1 hour ago
Senior Wealth Advisor | Financial Planner - Partner - Mainstreet Credit Union
Aviso Wealth
Sarnia, ON
Internally the Senior Wealth Advisor works in close collaboration with the retail branch network and the commercial lending division to establish trusted internal relationships and raise…
Added 1 hour ago
AU
HR Specialist
Alsco Uniforms
Edmonton, AB
- Full-time
The Human Resources Specialist serves as the primary HR resource for a branch location, administering HR programs, advising managers on policy and employee matters, leading workforce…
Added 1 hour ago
AU
HR Specialist
Alsco Uniforms
Montreal, QC
- Full-time
The Human Resources Specialist serves as the primary HR resource for a branch location, administering HR programs, advising managers on policy and employee matters, leading workforce…
Added 1 hour ago
AU
HR Specialist
Alsco Uniforms
Surrey, BC · Vancouver, BC
- Full-time
The Human Resources Specialist serves as the primary HR resource for a branch location, administering HR programs, advising managers on policy and employee matters, leading workforce…
Added 1 hour ago
GC
Manager, Service Centre
Grainger Canada
Montreal, QC
- Full-time
Establish an environment of continuous improvement in order to optimize services branch profitability and deliver against key performance indicators.
Added 2 hours ago
VC
Administrative Assistant II, Branch Operations - Full-time
VON Canada (Nova Scotia)
New Minas, NS
- Full-time
The Administrative Assistant II provides scheduling/administrative support to their direct report, oversees office administration and maintains a high level of confidentiality in all…
Added 2 hours ago
IC
Cost Accountant, FIN
International Civil Aviation Organization
Montreal, QC
- Full-time
The Finance Branch is responsible for managing the financial resources of the Organization, developing and applying budgetary, accounting and financial policies, procedures and controls.…
Added 2 hours ago
SC
Member Experience Advisor - Sherwood Park
Servus Credit Union
Sherwood Park, AB
- Part-time
We are hiring for a part-time Member Experience Advisor to join our Sherwood Park - Baseline branch!
Added 2 hours ago
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Associate
RBC
Montreal, QC
- Full-time
The RBC Dominion Securities Place Ville Marie branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.

RBC

Associate

Montreal, QC, Canada

Full-time

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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.

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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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