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Added 3 mins ago
C
Director, Chapter Lead, Mass Affluent
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Toronto, ON
- Full-time
Business and technical translation - Connect technical possibilities to business strategy, client needs, advisor realities, and risk considerations to guide sound, practical decisions.
Added 3 mins ago
TA
Regional Vice President, Eastern Canada
Thorek/Scott and Partners
ON · Ontario, Canada
- Full-time
Our client is an established, independent Canadian wealth manager with a substantive national footprint. Currently experiencing sustained growth, the organization is seeking a Regional Vice…
Added 3 mins ago
TA
Regional Vice President, Western Canada
Thorek/Scott and Partners
AB · Alberta, Canada
- Full-time
Our client is an established, independent Canadian wealth manager with a substantive national footprint. Currently experiencing sustained growth, the organization is seeking a Regional Vice…
Added 3 mins ago
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Victoria, BC
- Full-time
…design, and on-site inspection and reporting for a diverse client base. You will also execute, coordinate, and / or manage projects from start to finish, provide technical guidance to a…
Added 3 mins ago
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Sr Advisor, Workforce Development
PTAG
Markham, ON
- Contract
Senior Advisor – Workforce Development Practice | Markham, ON | Hybrid – ID#7257
Added 3 mins ago
DG
Senior Accountant, Privately Held Business Group
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- Full-time
Be a business advisor: leverage your financial expertise to help our clients thrive.
Added 6 mins ago
Manager, Pricing & Portfolio Management - Retail Deposits
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…business decisions and identify trends in liquidity management and client behaviors, with the goal of identifying deposit growth opportunities for the…
Added 21 mins ago
M
Senior Manager, Tax
MNP
ON · Mississauga, ON
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 21 mins ago
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Tax Technician, National Tax Services
MNP
Red Deer, AB
- Full-time
…internally drive the success of our Tax practice. As a trusted advisor, you’ll work internally to support the delivery of tax compliance services and the communication of tax…
Added 21 mins ago
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Senior Manager, Tax
MNP
Stratford, PE · Summerside, PE
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 21 mins ago
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Senior Manager, Tax / Directeur(trice) principal(e), Fiscalité
MNP
Dieppe, NB · Bathurst, NB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 32 mins ago
SA
Senior Customer Success Manager
STAN AI
Toronto, ON · North York, ON
- $100,000 to $135,000 USD / year
- Full-time
Build positive relationships with clients, while becoming a trusted AI Solutions advisor.
Added 32 mins ago
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Advisor, Auto Insurance
Waypoint
Sidney, BC
- $43,000 to $50,000 CAD / year
- Full-time
As an Advisor, Auto Insurance, you will play a key role in our team of dedicated insurance professionals, delivering personalized services and experiences to clients at our branches. This…
Added 32 mins ago
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Advisor, Auto Insurance
Waypoint
Victoria, BC
- $43,000 to $50,000 CAD / year
- Full-time
As an Advisor, Auto Insurance, you will play a key role in our team of dedicated insurance professionals, delivering personalized services and experiences to clients at our branches. This…
Added 36 mins ago
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Client Advisor
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Added 51 mins ago
Training Advisor – Procurement and Logistics
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Montreal, QC · Levis, QC · Saint-Georges, QC
Reporting to the Director, Logistics – Administrative Services, the Training Advisor is responsible for all activities related to user training and competency development. This individual…
Added 51 mins ago
RB
Damage Insurance Agent (Bilingual)
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Montreal, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 51 mins ago
RB
Associate
Royal Bank of Canada
Newmarket, ON
- 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 51 mins ago
PA
Service Advisor
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Thornhill, BC
- $20 to $25 CAD / hour
- Full-time
We’re looking for a Service Advisor who understands how to balance customer care, clear communication, and sales. This role serves as the primary point of contact for customers throughout…
Added 1 hour ago
P
Account Manager (Insurance Advisor)
PROLINK
Toronto, ON
- Full-time
Account Manager (Insurance Advisor), Commercial Programs
Added 1 hour ago
H
Rental agent
Hedhofis
Brossard, QC
- Full-time
Added 1 hour ago
CG
Specialist - Business Development, Individual Insurance
Cloutier Groupe Financier
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- Full-time
Maintains the files of orphan clients until an advisor is assigned to them
Added 1 hour ago
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Client Advisor
RBC
Oakville, ON
- Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…

RBC

Associate

Montreal, QC, Canada

Full-time

Apply About employer

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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 8, 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 Place Ville Marie 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 remain 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 are 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:

1 PLACE VILLE MARIE: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:

2026-07-30

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 regulatory compliance, and provide exceptional service to support the advisory team. They will also assist in onboarding new clients and coordinate meetings while maintaining accurate documentation.

Requirements

Candidates must possess a Canadian Investment Regulatory Exam (CIRE) certification and at least 2 years of experience in the securities industry. Proficiency in Microsoft 365 and bilingualism in English and French are required.

Skills

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

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 relations
Account administration
Regulatory compliance
Microsoft 365
Portfolio management
Financial planning
Bilingual
Investment advisor
Client onboarding
Social media
Customer service
Documentation
Financial services

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