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Added 1 min ago
S
Customer Success Manager - Global Public Sector
Salesforce
Toronto, ON · Canada - Toronto
- Full-time
Increase customer engagement with products and services and identify major political barriers to customer success.
Added 1 min ago
P
Capital Markets and Accounting Advisory Services, Senior Associate
PwC
Vancouver, BC
- Full-time
The Capital Markets Accounting Advisory Services team (“CMAAS”) is a high performing and fast growing practice within PwC Canada and Globally. The team is committed to supporting our…
Added 1 min ago
T
Customer Experience Associate
TD
Ottawa, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 min ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 1 min ago
T
Personal Banking Associate
TD
AB
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 min ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 min ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 28 mins ago
TP
Accounting Associate
Trimark People Solutions
Alert Bay, BC
- Full-time
…maintaining high standards of financial accuracy. The Accounting Associate supports daily processing, monthly reconciliations, vendor and client communications, and the preparation of…
Added 28 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
…prospective clients (offering janitorial and non-janitorial services), qualify prospects, and schedule appointments for our sales…
Added 28 mins ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
…prospective clients (offering janitorial and non-janitorial services), qualify prospects, and schedule appointments for our sales…
Added 28 mins ago
FC
Systems Coordinator – Degree Audit - Appendix D/Temporary Assignment
Fanshawe College
London, ON
- Full-time
…and Registrar's Office Staff, analyzes business processes and client needs to identify improvements to systems and services within the Registrar's and Student Information…
Added 28 mins ago
RD
Senior Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
…for an experienced, self-motivated and collaborative Senior…
Added 28 mins ago
NB
Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 28 mins ago
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Associate Portfolio Manager, Credit Investing
Purpose
Toronto, ON
- Full-time
Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur…
Added 34 mins ago
RC
Retail sales associate
RICARDOS CONVENIENCE
Conway, NS
- From $17 CAD / hour
- Full-time
- On-site
Greet customers and discuss type, quality and quantity of merchandise or services sought for purchase, rental or lease
Added 44 mins ago
NB
Associate
National Bank of Canada
Baie-Comeau, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 44 mins ago
RD
Associate- EN
RBC Dominion Securities
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 44 mins ago
RD
Senior Associate
RBC Dominion Securities
Richmond Hill, ON
- Full-time
Account Management, Client Relationship Management, Client Service, Collaboration, Customer Success, Decision Making, Financial Regulation, Financial Services, Group Problem Solving,…
Added 44 mins ago
P&
Gestionnaire principal, stratégies de tarification et transactions / Senior Manager, Pricing & Lifecycle Strategy
Pratt & Whitney
Longueuil, QC
- Full-time
…essentielles, du transport de passagers et de marchandises aux services médicaux d’urgence, aux opérations humanitaires et à la lutte contre les feux de forêt, partout dans le…
Added 44 mins ago
UO
Director, Research Legal Operations and Agreements
University of Calgary
Calgary, AB
- Full-time
Partner with Research Services and other University units to align processes, resolve bottlenecks and improve the client experience.
Added 44 mins ago
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Account Manager, Sourcing
Tag
Montreal, QC · Greater Montreal Metropolitan Area
- $100,000 to $110,000 CAD / year
- Full-time
Maintain continuous lines of communication, keeping client services informed of all critical
Added 44 mins ago
UO
Assistant University Veterinarian, VP Research
University of Calgary
Calgary, AB
- Full-time
…and Use Program. The AUV provides shared on-call veterinary services with the Associate University Veterinarian and other Assistant University Veterinarians and Registered Veterinary…
Added 58 mins ago
VA
Veterinary Assistant, Bedford Parks Animal Hospital
VCA Animal Hospitals
Bedford, NS
- Full-time
Managing Hospital Communication: Serving as our communications hub by answering our multi-line phone system, managing client and referring veterinarian emails, and keeping our schedule…
Added 59 mins ago
NB
Wealth Associate National Bank Financial
National Bank Financial
AB · Edmonton, AB
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 59 mins ago
SS
Associate/Senior Associate, Healthcare
Sussex Strategy Group
Toronto, ON
- Full-time
Sussex is seeking an Associate or Senior Associate to join its Health Practice. In this role, you will work closely with senior team members and clients to develop and execute government…

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.

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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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