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Added 4 mins ago
HI
Auto Mobile Advisor
HUB International
Duncan, BC
- Full-time
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…
Added 4 mins ago
ScotiaMcLeod Administrative Associate (Contract)
Scotiabank
Vancouver, BC
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 4 mins ago
Financial Advisor - Victoria Main, Victoria BC
Scotiabank
Victoria, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 19 mins ago
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Administrative Assistant
RBC
Vancouver, BC
- Full-time
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 32 mins ago
RD
Associate
RBC Dominion Securities
Calgary, AB
- Full-time
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…
Added 32 mins ago
CW
Client Associate, Hayward Investment Group
CIBC Wood Gundy
Calgary, AB
- Full-time
Hayward Investment Group is a boutique wealth management group that is part of CIBC Wood Gundy, and CIBC Private Wealth, a distinguished provider of wealth management services. Hayward…
Added 34 mins ago
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PIA Client Service Associate
TD
Toronto, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 46 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 49 mins ago
Financial Advisor - Timmins District
Scotiabank
Timmins, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 hour ago
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Office Administrator (Rosedale Family Office)
Wellington-Altus
Toronto, ON
- Full-time
Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top…
Added 1 hour ago
IF
Functional Architecture Advisor, Financial Systems
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…advisors who have chosen us for their insurance, savings, and wealth…
Added 1 hour ago
RB
Will and Estate Advisor
Royal Bank of Canada
Montreal, QC
- Full-time
As an RBC Royal Trust professional, the Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 1 hour ago
RB
Associate
Royal Bank of Canada
Montreal, QC
- Full-time
…remain up to date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning…
Added 1 hour ago
RB
Senior Associate
Royal Bank of Canada
Richmond Hill, 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 1 hour ago
WW
Platform Facilitator and Technology Specialist
Worldsource Wealth Management
Markham, ON
- $80,000 to $90,000 CAD / year
- Full-time
The Platform Facilitator and Technology Specialist plays a key role in supporting advisor growth, onboarding, and adoption of technology across existing and prospective Worldsource…
Added 1 hour ago
ID
Sr. Client Partner
Intellect Design Arena Ltd
Toronto, ON
- $140,000 to $180,000 CAD / year
- Full-time
…solutions span core banking, transaction banking, payments, cash management, treasury & capital markets, risk & compliance, wealth management and AI-driven data…
Added 1 hour ago
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Senior Associate
RBC
Richmond Hill, 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 1 hour ago
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Associate
RBC
Brossard, QC
- Full-time
…remain up to date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning…
Added 1 hour ago
R
Will and Estate Advisor
RBC
Montreal, QC
- Full-time
As an RBC Royal Trust professional, the Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 1 hour ago
R
Senior Associate
RBC
Richmond Hill, 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 1 hour ago
R
Administrative Assistant
RBC
Toronto, ON
- Full-time
We are looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant. By providing ongoing, exceptional…
Added 2 hours 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 2 hours ago
CC
Wealth Compliance Officer
Conexus Credit Union
Regina, SK
- Full-time
At Thrive Wealth Management, we help clients strengthen their financial security and turn their wealth goals into reality. Our vision is to be the premier wealth management partner in every…
Added 2 hours ago
Financial Advisor - Russell Branch, Ontario
Scotiabank
Russell, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 hours ago
Financial Advisor Trainee (Canada)
Scotiabank
Surrey, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

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 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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