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Added 11 mins ago
UO
Lead Coordinator, Program Management
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
…communities and partners, raising awareness of programs and services, and providing coordination, communications, reporting, and administrative…
Added 11 mins ago
D
Senior Advisor, Client Relations, Group Retirement Savings
Desjardins
Levis, QC · Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a Senior Advisor, Client Relations, Group Retirement Savings, you will ensure the highest level of satisfaction among strategic clients in order to develop and maintain strong market…
Added 11 mins ago
D
Personal Finance Advisor
Desjardins
Caisse Desjardins Pierre-Le Gardeur
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 11 mins ago
D
Wealth Management Advisor
Desjardins
Saint-Jérôme, QC · Caisse Desjardins de la Rivière-du-Nord
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You…
Added 11 mins ago
D
Personal Finance Advisor
Desjardins
Repentigny, QC · Caisse Desjardins Pierre-Le Gardeur
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 11 mins ago
Client Service Associate, Wealth Management - St. Catharines
The Canada Life Assurance Company
St. Catharines, ON
2 years in an Advisor/Client support role in a Financial Services/Insurance firm
Added 19 mins ago
NB
Banking Advisor
National Bank
Saint-Rémi, QC
- $43,000 to $71,000 CAD / year
- On-site
<div><div><div>Youtube Video</div><div><br></div><div><div><p>As a Banking Advisor at National Bank, you?ll embark on an evolving career path where you can make bold moves. As soon as you…
Added 26 mins ago
Smart Utilities Managing Consultant
Capgemini
Mississauga, ON
Stay current with the latest trends in the Power & Utilities industry to be a trusted advisor/subject matter expert for our client's business
Added 26 mins ago
RB
Estate Planning Associate (Financial Security Advisor)
Royal Bank of Canada
Montreal, QC
- Full-time
RBC Wealth Management Financial Services Inc. is currently seeking an Estate Planning Associate to join a well-established estate planning team. The team focuses on developing strategic…
Added 37 mins ago
PS
Construction Manager - SAGD
Primoris Services Corporation
Acheson, AB · Calgary, AB · Edmonton, AB · Fort McMurray, AB · PSC Canada Corporate Office
- Full-time
…cost, schedule and turnover in accordance with company and client policies, procedures, codes, goals and objectives. The SAGD Construction Manager reports to the Project Manager and directs…
Added 37 mins ago
PS
Superintendent - SAGD
Primoris Services Corporation
Acheson, AB · Calgary, AB · Edmonton, AB · Fort McMurray, AB · PSC Canada Corporate Office
- Full-time
…by the Construction Manager, in accordance with company and client policies, procedures, codes, goals and objectives. The SAGD Superintendent reports to the Construction…
Added 40 mins ago
GM
Talent Acquisition Advisor
G Mining Services / G Services Miniers
Brossard, QC
- Full-time
Reporting to the Head of Talent Acquisition, the Talent Acquisition Advisor manages the entire recruitment process, supports managers in identifying needs and implements effective…
Added 40 mins ago
AC
Manager, Indirect Tax
ACCA Careers
Winnipeg, MB
- Full-time
Lead multiple client facing engagement teams responsible for GST/HST and sales tax planning and management services
Added 51 mins ago
SJ
Human Resources Business Partner, Non Acute
St. Joseph's Healthcare Hamilton
Dundas, PE · St. Joseph's Villa Dundas
- Full-time
Act as a trusted advisor to leaders providing advice and guidance on all people-related matters.
Added 1 hour ago
E
Senior Advisor, Strategic Transaction Advisory and Accounting & Reporting
EY
Montreal, QC
- Full-time
As a Senior Advisor, you will be a professional member of our Advisory Services, Financial Accounting (SCCF) team. In Canada, our specialized SCCF team consists of financial information and…
Added 1 hour ago
VS
Solutions Architect - Professional Services
Vena Solutions
Remote, Canada
- $106,250 to $143,750 CAD / year
- Full-time
- Remote
Serve as a trusted advisor and subject matter expert to customers in areas such as change management, business process design, process improvements and analytics
Added 2 hours ago
CA
Motorsports Service Advisor
Centennial Auto Group
Summerside, PE
- Full-time
…confidently addressing concerns, recommending maintenance and repair services, and clearly explaining estimates, pricing, and required work. You combine technical curiosity with exceptional…
Added 2 hours ago
C
Private Banking Advisor
CIBC
Ottawa, ON
- Full-time
…portfolio of cash management, lending and investment products and services which increases overall profit contribution to CIBC Private Wealth Management. You will also support overall…
Added 2 hours ago
RB
Client Advisor
Royal Bank of Canada
Ladysmith, BC
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 2 hours ago
A
Everyday Banking Advisor - Edmonton Manning Crossing
ATB
Edmonton, AB
- Full-time
Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. You'll match clients with the right products and escalate complex needs to senior…
Added 2 hours ago
C
Bilingual Sales Associate, Apartments.com - Toronto, Ontario
CoStar
Toronto, ON
- Full-time
…attract the most and highest-quality renters. Our suite of services includes digital advertising, social and reputation management, and market analytic solutions which delivers innovative…
Added 3 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 3 hours ago
R
Estate Planning Associate (Financial Security Advisor)- EN
RBC
Montreal, QC
- Full-time
RBC Wealth Management Financial Services Inc. is currently seeking an Estate Planning Associate to join a well-established estate planning team. The team focuses on developing strategic…
Added 3 hours ago
CF
Family Transition Advisor (FTA) ? Atlantic Region
Canadian Forces Morale and Welfare Services - CFMWS
Halifax, NS
- $85,980 to $101,190 CAD / year
- Full-time
- On-site
<strong>CFMWS - WHERE PURPOSE MEETS PASSION!</strong><p><span>At Canadian Forces Morale and Welfare Services (CFMWS), we?re more than just a workplace; we?re a proud community dedicated to…
Added 3 hours ago
B
Farm Insurance Advisor- Sales & Service Book of Business
BrokerLink
Sherwood Park, AB · St. Albert, AB
- Full-time
We are looking for a Farm Insurance Advisor to join our Sales & Service Book of Business Team in St. Albert, Alberta on a Permanent Full Time Basis!

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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