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Added 7 mins ago
R
Client Advisor
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- Part-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 7 mins ago
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Added 7 mins ago
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…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
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Added 1 hour ago
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Added 3 hours ago
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Administrative Assistant
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Vancouver, BC
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RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 3 hours ago
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Added 3 hours ago
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Excellent communication, time management and organizational skills
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Added 3 hours ago
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Added 3 hours ago
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Associate Advisor
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Ottawa, ON
- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…
Added 4 hours ago
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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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