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Added 8 mins ago
MD
SUN Bucks Support Advisor Lead / State Prog Admin Prin
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
This position exists to function as the Lead Worker for the SUN Bucks Support Advisor team, supporting statewide administration of the SUN Bucks program delivered and coordinated through…
Added 8 mins ago
TV
Life Insurance Policy Servicing Coordinator
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Toronto, ON · Greater Toronto Area, Canada
- $70,000 to $80,000 CAD / year
- Full-time
Respond to client and advisor inquiries and coordinate outstanding service requests.
Added 23 mins ago
EC
Financial Services Associate
East Coast Credit Union
Halifax, NS · NS · Dartmouth, NS
- Full-time
…Manager, the Financial Services Associate acts as a trusted advisor, providing personalized financial solutions to support members’ everyday banking and personal lending needs within their…
Added 23 mins ago
Technical Account Manager
Axon
Ottawa, ON
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Added 38 mins ago
UO
Undergraduate Academic Student Advisor
University of Alberta
Edmonton, AB
- Full-time
The incumbent(s) work independently within the student services team, and contribute to the service, enrollment management and community outreach goals of the Faculty of Engineering.
Added 53 mins ago
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Insurance Advisor, Sales & Service
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Toronto, ON
- Full-time
We are looking for a client centric Insurance Advisor to join our growing team. This is a fantastic opportunity for a growth & service oriented professional who holds themselves to the…
Added 53 mins ago
R
Associate
RBC
Guelph, ON
- Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 53 mins ago
R
Commercial Banking Advisor
RBC
Barrie, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 1 hour ago
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Personal Finance Advisor
Desjardins
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- Full-time
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Senior Advisor, Product administration
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Montreal, QC · Complexe Desjardins Montréal
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Personal Finance Advisor
Desjardins
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- Full-time
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Client Associate, Wood Gundy-Bilingual
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Montreal, QC
- Full-time
…Gundy's brokerage department, you will work closely with your Advisor, who plans and manages clients' investments, and your team. In this fast-paced environment, you will play a key role in…
Added 1 hour ago
L
Sales Manager
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Powell River, BC
- $80,000 to $90,000 CAD / year
- Full-time
…insurance industry, ideally with a background as a Financial Advisor, Insurance Advisor, or in a similar client-facing sales role. This is an excellent opportunity for a sales professional…
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Senior IT Solutions Architect – Presales
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Vancouver, BC · Cambridge, ON · Toronto, ON
The Property Appraisal Advisor role is critical in ensuring the accuracy and compliance of property damage estimates submitted to the claims department. This position is responsible for…
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Property Appraisal Advisor
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Cambridge, ON
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Workplace Wellbeing Strategist
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Added 1 hour ago
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4A
Service Advisor - Windsor Mitsubishi
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People Services AI Solutions & Configuration Lead
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Added 2 hours ago
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Client Services Director
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Toronto, ON
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RBC

Associate

Guelph, 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: Nov 13, 2026
Experience: 3+ years’ experience as an Associate
Posting language: English
Posted: Oct 30, 2026

Original job description

Job Description

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 approach that draws on the full resources of RBC Wealth Management.

If you want to jump into an entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced associates, advisors, and financial planners in the country, then you should definitely read on!

Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning to money and we do this by delivering world class investment management, wealth management, and client service experiences. We also actively participate and support many local community initiatives in Guelph, Wellington County, and the surrounding areas.

THE ROLE
We have a large 16 person team and the Associate role partners with other team members to deliver high quality service to our new and existing clients through ongoing, proactive, and efficient support across day-to-day client service, account administration, and wealth management support. This role is as much instrumental to supporting specific Investment Advisors and their client book as it is instrumental in supporting cross training, leading or contributing to strategic initiatives, and supporting with team capacity during peak volume periods.

TOP 5 JOB RESPONSIBILITIES

WORLD CLASS PRIMARY SERVICE CONTACT
First point of contact to quarterback all client inquiries and requests for your Investment Advisor’s book of clients and ensure they are overly satisfied with our service levels - bring ideas back to the team for continued creativity and improvement
DRIVE OUR CONTACT SERVICE PLAN
Partner with the Client Experience Associate to execute, manage, and audit your Investment Advisor’s contact service plan
ACCOUNT OPENING
Execute a world class account opening and onboarding experience in-person and/or digitally
ACCOUNT ADMINISTRATION
Execute all day to day, ad-hoc, and infrequent account administration to ensure our client’s needs are well serviced and ensure all accounts are 100% compliant with internal controls and regulatory requirements
DEVELOP AND CROSS-TRAIN SERVICE KNOWLEDGE
Eagerly learn, develop, and test the breadth and depth of your service knowledge by exposing yourself to all service requests, complex client scenarios, and special projects and ensure that your fellow associates are exceptionally cross-trained

QUALITIES OF THE IDEAL CANDIDATE

Compassion, patience, and care are among your biggest assets
Proactive, helpful, and thoughtful service is second nature to you
You are a trustworthy team player with high integrity, a strong work ethic and self-discipline
You are enthusiastic, committed, and have an entrepreneurial spirit
You learn rapidly, eagerly, and without fear
You are resilient to changing priorities, tasks, and adopting new technologies

REQUIRED QUALIFICATIONS & WORK EXPERIENCE

3+ years’ experience as an Associate
IR Registered with CIRO
Demonstrated skills in providing world-class client service that will come across as professional, warm, thoughtful, and proactive
Meticulous attention to detail, strong organizational skills, and excellent time management
Demonstrated professionalism and ability to manage highly confidential information
Exceptional verbal and written communication skills – you can communicate with individuals at all levels and from various backgrounds, with confidence and grace

CONSIDERED AN ASSET

Specific experience with RBC Dominion Securities and its software products
Experience with Sales Force or other Customer Relationship Management (CRM) software
Strong proficiency in video conferencing and messenger service applications
Strong proficiency in Microsoft Office Products
Comfortable proficiency in AI tools like ChatGPT, Claude, or Perplexity

WHAT’S IN IT FOR YOU?
Elinesky Schuett Private Wealth attributes its success to its team members. We strive to attract and retain exceptional individuals by nurturing a diverse, equitable, and inclusive environment that is well-resourced, experienced, and engaged for career growth and personal development without compromising on competitive compensation, life-work balance, and service impact beyond the business. While working on our mission, some of the benefits our team members enjoy are:

Competitive base salary and variable performance bonuses
Comprehensive health benefits and matching programs
Competitive team and office perks including strong vacation, personal, sick, and flex day policies
Fun team events and active participation in the community

What this means for you:
Your total earning potential combines your base salary with your variable incentive opportunity. With a variable incentive of up to 1.0x your salary, your expected total compensation range is $75,000 - $100,000 annually.

Job Skills

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

Additional Job Details

Address:

42 WYNDHAM ST N:GUELPH

City:

Guelph

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-30

Application Deadline:

2026-11-13

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 Associate acts as the primary point of contact for client inquiries and manages account administration and onboarding processes. They also support Investment Advisors by contributing to strategic initiatives and ensuring team capacity during peak periods.

Requirements

Candidates must have 3+ years of experience as an Associate and be IR registered with CIRO. Strong organizational skills, attention to detail, and the ability to manage confidential information are essential.

Skills

Client service
Account administration
Wealth management
Regulatory compliance
Cross-training
Strategic initiatives
Communication
Time management
Organizational skills
Attention to detail
CRM software
Microsoft Office
Video conferencing
AI tools
Financial planning

Benefits

Competitive base salary
Variable performance bonuses
Comprehensive health benefits
Matching programs
Vacation policy
Personal days
Sick days
Flex day policies
Team events

Visa sponsorship

Not detected in the job text

Keywords

RBC Dominion Securities
Wealth Management
Investment Management
CIRO
Account Administration
Client Experience
CRM
Salesforce
Microsoft Office
ChatGPT
Claude
Perplexity
Regulatory Requirements
Internal Controls
Financial Planning
Onboarding
Client Service
Investment Advisor
Private Wealth

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