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Added 11 mins ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON · Soudan Office
- Full-time
…at home.” Our teams work together to provide high quality, client-centred care to those who need it most in their homes, schools, retirement homes and other community settings. Many of our…
Added 11 mins ago
E
Talent Acquisition Specialist
EllisDon
Mississauga, ON
- Full-time
…full-cycle recruitment across a range of roles, act as a trusted advisor to hiring managers, and find great candidates for our projects. We’re looking for strong recruiting instincts, sound…
Added 11 mins ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Toronto, ON · Ottawa, ON
- Full-time
…operational and people strategies. You will serve as a trusted advisor, proactively addressing key business challenges, guiding organizational change, managing labour relations, and…
Added 11 mins ago
R
Banking Advisor
RBC
Regina, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 11 mins ago
R
Associate Advisor
RBC
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 11 mins ago
R
Client Advisor
RBC
NS
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 24 mins ago
VH
Research Associate (Permanent Full-Time)
VHA Home HealthCare
Toronto, ON
- Full-time
…at home.” Our teams work together to provide high quality, client-centred care to those who need it most in their homes, schools, retirement homes and other community settings. Many of our…
Added 24 mins ago
WW
Account Executive - North America
Wello Worldwide
Toronto, ON
- Full-time
…that you can grow as a professional and a social media expert…
Added 26 mins ago
SL
Business Development Partner
Sun Life
Ajax, ON
- Full-time
· Escalate Client complaints including assessment and advisor investigations.
Added 26 mins ago
D
Credit Risk Modelling Data Scientist
Desjardins
Montreal, QC
- Full-time
…and maintenance of models and the understanding of member and client behaviours and credit habits. You lead practitioners on projects that develop and use credit models for the…
Added 26 mins ago
C
Financial Advisor - CIRO-ID
CIBC
Georgetown, ON
- Full-time
As a member of the Imperial Service Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service. As…
Added 26 mins ago
Total Wealth Planner, Advanced Planning Services - Montreal, QC
Scotiabank
Montreal, QC
Contributes to the overall success of the Total Wealth Planning, APS, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are…
Added 26 mins ago
Business Advisor - Regional Opportunities - (Kelowna - Vernon) Southeast BC District
Scotiabank
Kelowna, BC
Successful candidates will participate in a structured onboarding and integration period within the district before being assigned to Business Advisor opportunities based on business needs.
Added 26 mins ago
I
Talent Acquisition Specialist
Intelcom
Montreal, QC · Service Centre (Montreal)
- Full-time
Work closely with your client managers to fully understand their goals, challenges and operations in order to develop a personalized candidate attraction and assessment strategy
Added 26 mins ago
Canada Defence Market Leader
Mott MacDonald
Toronto, ON
…opportunity pipeline, and position Mott MacDonald as a valued advisor and delivery partner. The successful candidate will combine deep knowledge of the Canadian Defence environment with the…
Added 26 mins ago
Canada Defence Market Leader
Mott MacDonald
Toronto, ON
…opportunity pipeline, and position Mott MacDonald as a valued advisor and delivery partner. The successful candidate will combine deep knowledge of the Canadian Defence environment with the…
Added 41 mins ago
PI
Project Technologist
Pinchin in Canada
Kelowna, BC
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.
Added 41 mins ago
RB
Associate Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
Leverage your talent for planning to facilitate, in partnership with the Investment Advisor, meetings and events for the Investment Advisor with their clients and prospects. Drawing on your…
Added 54 mins ago
WL
Financial Services Administrator
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
- $45,000 to $60,000 CAD / year
- Full-time
Attend client meetings alongside the advisor.
Added 54 mins ago
W
Lawyer
W3Global
Montreal, QC
- $100,000 to $150,000 CAD / year
- Full-time
You will act as a strategic advisor to clients and, depending on your experience, contribute to the protection and management of their intellectual property assets;
Added 56 mins ago
A
Pre-Sales Solution Consultant
ADP
Mississauga, ON
- Full-time
Trusted Advisor: Comfortable leading client conversations and recommending solutions.
Added 56 mins ago
B
Administration Assistant, BMO Nesbitt Burns
BMO
Edmonton, AB · Enbridge
- Full-time
…operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing…
Added 56 mins ago
B
Manager, Mutual Fund Governance
BMO
Toronto, ON · Montreal, QC · BMOPLACE
- Full-time
…regulatory requirements, stakeholder needs, and the desired client experience. The role requires a strong understanding of the regulatory landscape, including CIRO Mutual Fund Dealer Rules…
Added 56 mins ago
B
Bilingual Personal Insurance Advisor
BrokerLink
Moncton, NB
- Full-time
We are looking for a Bilingual Personal Insurance Advisor to join our growing team!
Added 1 hour ago
R
Banking Advisor
RBC
Weyburn, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…

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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