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Added 3 hours ago
RD
Associate
RBC Dominion Securities
Newmarket, ON
- Full-time
Assist the Advisor team in welcoming and onboarding new clients.
Added 3 hours ago
CA
Product Sales Advisor - Crown Auto Group
Crown Auto Group
Winnipeg, MB
- Full-time
Comprehensive onboarding and training program
Added 4 hours ago
T
PIA Client Service Associate
TD
AB
- Full-time
…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 or team of…
Added 6 hours ago
RB
Associate
Royal Bank of Canada
Newmarket, ON
- Full-time
Assist the Advisor team in welcoming and onboarding new clients.
Added 6 hours ago
R
Associate
RBC
Newmarket, ON
- Full-time
Assist the Advisor team in welcoming and onboarding new clients.
Added 7 hours ago
OS
Wealth Management Associate
Oakbridge Search Partners
Barrie, ON
- $60,000 to $80,000 CAD / year
- Full-time
As a Wealth Associate, you’ll partner closely with a senior advisor to deliver an exceptional experience to a book of established clients. You’ll be involved in every stage of the client…
Added 7 hours ago
OS
Wealth Management Associate
Oakbridge Search Partners
Newmarket, ON
- $60,000 to $80,000 CAD / year
- Full-time
As a Wealth Associate, you’ll partner closely with a senior advisor to deliver an exceptional experience to a book of established clients. You’ll be involved in every stage of the client…
Added 10 hours ago
A
WHS Specialist
Amazon
Richmond, BC
- Full-time
Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels of the organization. Foster…
Added 12 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Surrey, BC
- Full-time
The RBC Dominion Securities branch located in South Surrey is seeking a Client Service Associate to deliver concierge level service for a high performing Advisory Team.
Added 14 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Surrey, BC
- Full-time
The RBC Dominion Securities branch located in South Surrey is seeking a Client Service Associate to deliver concierge level service for a high performing Advisory Team.
Added 17 hours ago
FT
Human Resources Advisor - Recruitment
Fountain Tire
Edmonton, AB
- Other
Join Fountain Tire as a Human Resources Advisor – Recruitment and go beyond traditional recruitment by building and continuously improving the strategies, tools, and resources that help our…
Added 19 hours ago
EL
Beauty Advisor/Artist Sales Associate
Estée Lauder Companies
Niagara-on-the-Lake, ON
- Full-time
…regarding the commission plan will be provided as part of your…
Added 21 hours ago
RD
Senior Associate
RBC Dominion Securities
Richmond Hill, ON
- Full-time
Assist the Advisor team in welcoming and onboarding new clients.
Added 21 hours ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
Assist the Advisor team in welcoming and onboarding new clients.
Added 22 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
Assist the Advisor team in welcoming and onboarding new clients.
Added 22 hours ago
RB
Associate
Royal Bank of Canada
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 23 hours ago
Customer Experience Associate, Regional Opportunities - Vancouver Island, BC
Scotiabank
Victoria, BC
Successful candidates will participate in a structured onboarding and integration period within the district before being assigned to Financial Advisor opportunities based on business needs.
Added 1 day ago
WHS Specialist
Amazon
Richmond, BC
Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels of the organization. Foster…
Added 1 day ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…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 or team of…
Added 1 day ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
…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 or team of…
Added 1 day 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 1 day ago
RD
Senior Associate
RBC Dominion Securities
Richmond Hill, ON
- Full-time
Assist the Advisor team in welcoming and onboarding new clients.
Added 1 day ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in downtown Vancouver, is seeking a bilingual (Mandarin) Associate to support a fast-growing advisory team.
Added 1 day ago
RD
Associate- EN
RBC Dominion Securities
Montreal, QC
- Full-time
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.
Added 1 day ago
Bilingual Advisor Support Associate
The Canada Life Assurance Company
Kingston, ON · London, ON · Ottawa, ON · ON · Montreal, QC · Pointe-Claire, QC · Mississauga Ontario, ON
At IPC, the Advisor Support Associate role is designed to support both Advisors and clients effectively. In this position, you will provide administrative, operational, and client service…

RBC

Associate

Newmarket, ON, Canada

$37,500.00 - $50,000.00 · Full-time

Apply About employer

Applications open in a new tab.

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.

Join our Talent Community

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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