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Added 14 mins ago
Senior Financial Planner - West London
Meridian Credit Union
St. Marys, ON · London, ON · Aylmer, ON · Woodstock, ON · Seaforth, ON · Windsor, ON
Full-time
…relationships with our Members with the goal of becoming a Trusted Advisor. By leveraging relationships with internal partners including Retail Branch employees, Investment Advisors, Small…
Added 14 mins ago
Client Advisor
Royal Bank of Canada
Ottawa, ON · CASSELMAN, Ontario
Part-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 14 mins ago
Client Advisor Intern
Royal Bank of Canada
Hamilton, ON
Part-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 14 mins ago
Banking Advisor
Royal Bank of Canada
Sutton No. 103, SK · ASSINIBOIA, Saskatchewan
Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 14 mins ago
Financial Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 14 mins ago
Client Advisor
Royal Bank of Canada
Outlook, SK
Part-time
· Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 45 mins ago
Bilingual Commercial Credit Advisor, Commercial Credit Adjudication - Agriculture
RBC
Guelph, ON · Montreal, QC
Full-time
…approach to portfolio quality. You will deliver on superior client service by structuring transactions with a client centric approach and creating strong partnerships with CAM, Group Risk…
Added 45 mins ago
Banking Advisor
RBC
Assiniboia, SK
Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 hour ago
Beauty Advisor - Full Time
Sephora
Rocky View, AB
$17 to $20 CAD / hour
Full-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 1 hour ago
Enterprise Account Executive
ServiceNow
Toronto, ON
Full-time
Be a trusted advisor to your customers by understanding their business and advising on how ServiceNow can help help their IT roadmap
Added 1 hour ago
Financial Advisor
RBC
Sudbury, ON
Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 1 hour ago
Associate
RBC
Ottawa, ON
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 1 hour ago
Client Advisor Intern
RBC
Hamilton, ON
Part-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 hour ago
Client Advisor
RBC
Casselman, ON
Part-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 hour ago
Associate
RBC
Toronto, ON
Full-time
…high-potential client relationships. You'll be the trusted advisor for our Core segment clients, driving meaningful outcomes through strategic relationship management and deep product…
Added 1 hour ago
Associate Financial Advisor (12-month)
CIBC
Toronto, ON
Full-time
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.
Added 2 hours ago
Admissions Officer, Office of the Registrar
University of Calgary
Calgary, AB
Full-time
The Admissions Team in the Office of the Registrar is currently seeking a Full-time Regular Admissions Officer.
Added 2 hours ago
Senior Bridge Engineer, Project Manager
GFT
Vancouver, BC
Full-time
…Vancouver! This role follows a hybrid work model, requiring regular attendance at our Vancouver…
Added 2 hours ago
Director, Virtual Care Technology Applications
Shoppers Drug Mart Specialty Health Network
Mississauga, ON
Full-time
Proven ability to serve as a senior technology advisor or solution leader in complex, matrixed enterprise environments.
Added 2 hours ago
Associate Financial Advisor
CIBC
Oakville, ON
Full-time
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.
Added 2 hours ago
Associate Financial Advisor
CIBC
Port Elgin, ON
Full-time
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.
Added 3 hours ago
Associate
Royal Bank of Canada
Toronto, ON
Full-time
…high-potential client relationships. You'll be the trusted advisor for our Core segment clients, driving meaningful outcomes through strategic relationship management and deep product…
Added 3 hours ago
Banking Advisor
Royal Bank of Canada
Cambridge, ON
Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 3 hours ago
2026-0069 Senior Advisor, Communications (18 month Temp)
Electrical Safety Authority
Mississauga, ON
$129,611.64 CAD / year
Temporary
Job Type & Duration: Full-time, Temp (18 months)
Added 3 hours ago
Advisor, Securities
Desjardins
Montreal, QC
Full-time
The work mode arrangement for the position is full-time on site.

RBC

Associate

Ottawa, ON, Canada

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Apply by: Oct 6, 2026
Posting language: English
Posted: Sep 22, 2026

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Original job description

Job Description

What is the opportunity?

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.

The RBC Dominion Securities branch located in Ottawa 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 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?

Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
Monitors private banking business performance and market conditions when implementing new private banking services.
Introduces products and services to high net worth clients.
Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
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

Completed 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

Job Skills

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

Additional Job Details

Address:

303 MOODIE DR:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-22

Application Deadline:

2026-10-06

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 will provide exceptional service and support to clients and the Advisor team to deepen relationships and manage client portfolios. They are responsible for maintaining accurate client accounts, ensuring regulatory compliance, and coordinating wealth management planning activities.

Requirements

Candidates must have completed the Canadian Investment Regulatory Exam (CIRE) and possess strong proficiency in Microsoft Office Suite. Exceptional communication, organizational skills, and a commitment to world-class client service are required 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
Wealth management
Portfolio management
Regulatory compliance

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment
CIRE
Canadian Investment Regulatory Exam
Microsoft Office Suite
Account administration
Client onboarding
Portfolio management
Regulatory requirements
Compliance
Social media
LinkedIn
Facebook
Trade settlement
Audit
High net worth clients
Private banking
Financial planning
Customer service
Relationship management

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