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Added 12 mins ago
SD
Cashier Manager, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Prince George, BC
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 12 mins ago
SS
Transfer Agency Centralized Alternatives, Senior Associate
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- Full-time
As an Senior Associate in the Transfer Agency Alternatives Team, you will:
Added 12 mins ago
R
Associate Director - U.S. Credit Risk Review
RBC
Toronto, ON
- Full-time
Added 12 mins ago
T
Customer Experience Associate - Gaspe
TD
Gaspé, QC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 12 mins ago
T
Personal Banking Associate
TD
Kelowna, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 12 mins ago
T
Personal Banking Associate Trainee (Full time)- Champlain, Montreal
TD
Montreal, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 12 mins ago
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Customer Experience Associate
TD
Ottawa, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 12 mins ago
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Customer Experience Associate
TD
Port Coquitlam, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 12 mins ago
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Customer Experience Associate
TD
St. Catharines, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 12 mins ago
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Customer Experience Associate
TD
ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 12 mins ago
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Associate Financial Advisor
CIBC
Timmins, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 27 mins ago
B
Client Service Associate
BMO
Calgary, AB · CALG
- Full-time
Added 27 mins ago
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Personal Banking Associate
BMO
Brossard, QC
- Full-time
Added 27 mins ago
B
Personal Banking Associate
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Châteauguay, QC
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Added 27 mins ago
Customer Experience Associate - Penticton, BC (15 hours/week)
Scotiabank
ON · Penticton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 27 mins ago
HI
Associate, Junior Broker & Administration
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Maintain and monitor Data Control Reports, including Not Yet Renewed, Unbilled, In Process, PRBR Corrections, and Accounting Activities
Added 56 mins ago
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Office Manager
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Owns various processes such as, processing payroll, benefits education and associate recognition
Added 1 hour ago
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Customer Experience Associate - Southland Mall, Winkler, MB (15 hours/week)
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- Full-time
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Added 1 hour ago
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Cashier Manager, Hourly Part Time Flexible Shifts
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Added 2 hours ago
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Associate Director - Halifax
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- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 2 hours ago
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Associate Director
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- Full-time
We are looking for an experienced Associate Director, Data Lifecycle Automation to join the CM Technology (QTS) Data and Architecture Strategy team at RBC Capital Markets. This role offers…
Added 3 hours ago
WF
Client Care Associate
Western Financial Group
Sooke, BC
- Full-time
Added 3 hours ago
RB
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 3 hours ago
RD
Portfolio Advisor, Portfolio Construction & Practice Management
RBC Dominion Securities
Toronto, ON
- Full-time
…candidate has portfolio analysis and management experience as an Associate Advisor or Investment Advisor, with the ability to distill complex investment views into clear recommendations…
Added 3 hours ago
T+
Fulltime Night Audit- Guest Services Agent - Whistler Sundance Lodge
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As a Guest Services Associate, your friendly welcome, excellent service, and contagious smile will play a vital part in making guests’ vacations memorable from registration to checkout.…

RBC

Associate

Newmarket, ON, Canada

$37,500.00 - $50,000.00 · Full-time

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Job details

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Apply by: Oct 23, 2026
Posting language: English
Posted: Oct 9, 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 branch located in Newmarket is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Investment Associate.

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 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 Advisor 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.
Follow up on client trades to ensure proper settlement and delivery.
Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must Have

Canadian Investment Regulatory Exam, CIRE
Strong skills working with business applications/technology, including Microsoft Office Suite
High quality time management and organization skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Exceptional verbal and written communication skills

Nice-to-have

Knowledge of RBC Dominion Securities’ systems and procedures
Experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

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
An opportunity to make a difference and have a lasting impact on the lives of others
Work in a dynamic, collaborative, progressive, and high-performing team
The chance to work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

17120 LESLIE ST:NEWMARKET

City:

Newmarket

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-09

Application Deadline:

2026-10-23

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$37,500.00 - $50,000.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

1.0x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

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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Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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 Investment Associate will manage client accounts, ensure regulatory compliance, and provide exceptional service to support the Advisor team. They will also assist in onboarding new clients and coordinating wealth management planning meetings.

Requirements

Candidates must possess the Canadian Investment Regulatory Exam (CIRE) certification and strong proficiency in Microsoft Office. Exceptional communication, organizational skills, and a commitment to high-quality client service are essential for success in this role.

Skills

Account Management
Customer Success
Decision Making
Financial Regulation
Group Problem Solving
Interpersonal Relationships
Investment Risk Management
Time Management
Organization Skills
Client Service
Communication Skills
Microsoft Office Suite
Regulatory Compliance
Portfolio Management
Wealth Management

Benefits

Comprehensive Total Rewards Program
Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options
Training program

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Wealth Management
RBC Dominion Securities
CIRE
Account Administration
Client Relations
Portfolio Management
Regulatory Compliance
Microsoft Office
Financial Services
Client Onboarding
Social Media
Trade Settlement
Audit
Investment Advisor
Customer Service
Time Management
Organization
Communication
Problem Resolution

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