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Added 13 mins ago
T
Investment Advisor I
TD
St. Catharines, ON
- Full-time
TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA…
Added 13 mins ago
T
Developing Investment Advisor
TD
Calgary, AB
- Full-time
TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA…
Added 13 mins ago
T
Developing Investment Advisor
TD
AB
- Full-time
TD Wealth Private Investment Advice (TDW PIA) is one of Canada's premier full-service brokerage firms for clients who want to stay involved in decisions about their portfolios. TDW PIA…
Added 14 mins ago
SE
Site Service Automation Specialist
Schneider Electric
Calgary, AB
- $75,200 to $112,800 CAD / year
- Full-time
Participation and coverage levels for specific benefit programs are determined based on employment status (e.g., full-time, part-time, temporary, or fixed-term) and are subject to…
Added 14 mins ago
SE
Site Service Automation Specialist
Schneider Electric
Richmond, BC
- $75,200 to $112,800 CAD / year
- Full-time
Participation and coverage levels for specific benefit programs are determined based on employment status (e.g., full-time, part-time, temporary, or fixed-term) and are subject to…
Added 15 mins ago
HR Business Partner (f/m/d) (14 month contract
Volkswagen AG
Ajax, ON
Full-time employees of Volkswagen Group Canada, Inc. enjoy these benefits:
Added 43 mins ago
NA
Sales Advisor, Education (Admissions)
NIWE Academy
Calgary, AB
- Full-time
NIWE Academy | Calgary, AB (CORE Shopping Centre, Downtown) | Full-Time | Base + Uncapped Commission
Added 43 mins ago
VD
Account Manager
Vincent Design Inc.
Winnipeg, MB
- Full-time
We’re looking for an Account Manager to join our Accounts/Sales department. This role is full-time and in person at our office (303 – 765 Main St.) in Winnipeg.
Added 45 mins ago
Advisor, Talent Acquisition
Sinai Health
Toronto, ON
Sinai Health is seeking a dynamic and detail-oriented Advisor, Talent Acquisition with strong administrative skills to join our collaborative recruitment team. In this pivotal role, you…
Added 1 hour ago
MC
Senior High Net Worth Advisor
Marsh Canada
Toronto, ON
- Full-time
Role Description The Senior High Net Worth Advisor role is a full-time position based in Toronto, ON, with a hybrid work arrangement that combines in-office collaboration and some…
Added 1 hour ago
UltraLuxe Destination Expert (Internal)
Range Group - Job Postings
Canada
…consultative, relationship-driven approach expected of an UltraLuxe advisor. You are comfortable managing the full sales cycle, from initial inquiry through to close and post-sale…
Added 1 hour ago
Learning Leader - Assurance (14 Month Contract)
EY
Winnipeg, MB · Toronto, ON · Saskatoon, SK · Halifax, NS · St. John's, NL · Saint John, NB · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · Dieppe, NB · ON · AB · Calgary, AB · Waterloo, ON
Serve as the strategic learning advisor to the Assurance leadership team, Professional Practice, Quality Network, Service Line Leaders and Talent leaders
Added 1 hour ago
C
Associate Financial Advisor
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 1 hour ago
B
Dynamics 365 F&O Senior Supply Chain Management Consultant
BDO
AB · Winnipeg, MB · Montreal, QC · Halifax, NS · Calgary, AB
- Full-time
…our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a…
Added 1 hour ago
II
VP, Quantitative Research (Public Affairs/Online Communities)
Ipsos in US
Toronto, ON
- Full-time
Collaborate across Ipsos service lines to bring the full breadth of Ipsos expertise to clients and identify opportunities for integrated solutions.
Added 1 hour ago
II
VP, Quantitative Research (Public Affairs/Online Communities)
Ipsos in US
Vancouver, BC
- Full-time
Collaborate across Ipsos service lines to bring the full breadth of Ipsos expertise to clients and identify opportunities for integrated solutions.
Added 1 hour ago
GP
PSR Catalog & TM Forum Enterprise Architect
Global Pharma Tek
Canada
- Contract
Design and author the end-to-end Product-Service-Resource (PSR) catalog model spanning the full customer journey, Day -1 through Day 2, across Buy, Get, Pay, and Support.
Added 1 hour ago
TC
Credit Counsellor (Hybrid/Remote)
The Credit Counselling Society
New Westminster, BC
- Full-time
Full-time, predominately remote position (within Canada).
Added 1 hour ago
FL
Manager, Business Enterprise Solutions Team
Fuller Landau
Hamilton, ON
- Full-time
Strong understanding of business issues and trends, and proven experience in client service
Added 1 hour ago
Mortgage Review Officer (Real Estate Secured Lending)
Scotiabank
Toronto, ON
…appropriate risk policies and identifying trends to improve service to all…
Added 1 hour ago
ScotiaMcLeod Administrative Associate
Scotiabank
Vancouver, BC
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 2 hours ago
WL
Financial Services Administrator
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
- $45,000 to $60,000 CAD / year
- Full-time
Ability to work from our Kitchener, Ontario office full-time.
Added 2 hours ago
Superintendent, Fleet Maintenance
Canada Post - Postes Canada
Vancouver, BC
Worked as a motor vehicle repair service advisor/service manager
Added 2 hours ago
C
Applications Support Sr Analyst - Asst. Vice President
Citi
Mississauga, ON
- Full-time
Manages, maintains and supports applications and their operating environments, focusing on stability, quality and functionality against service level expectations.
Added 2 hours ago
Advisor Services Associate
The Canada Life Assurance Company
ON · Mississauga Ontario, ON
Our Nominee team is currently seeking an Advisor Services Associate– someone who is responsible for providing a very high level of service to internal and external clients. Any…

RBC

Client Experience Associate

Collingwood, 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 13, 2026
Posting language: English
Posted: Oct 5, 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 Collingwood is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Client Experience 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?

Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Assist advisor with managing and executing on their Client service plan and RBC partner/COI service plan.
Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects and COIs.
Tap into your superior problem resolution skills to provide proactive client service.
Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
Manage special projects for the team, including regulatory projects requiring account documentation updates or client communications and firm-led initiatives i.e. eStatement campaign

What do you need to succeed?

Must-have

Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) (or within 12 months)
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

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:

1 1 ST:COLLINGWOOD

City:

Collingwood

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-09

Application Deadline:

2026-10-13

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.

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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.

Apply About employer

More about this job

Responsibilities

The Client Experience Associate will manage client account administration, including account opening and maintenance, while providing exceptional service to support the Advisor team. They will also coordinate client meetings, manage communication channels, and assist with regulatory and firm-led projects.

Requirements

Candidates must have or be working towards the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) certification. Strong proficiency in Microsoft Office and excellent organizational and client service skills are required.

Skills

Account management
Customer success
Decision making
Financial regulation
Group problem solving
Interpersonal relationships
Investment risk management
Time management
Organization skills
Client service
Microsoft office suite
Social media management
Communication
Administrative support

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

RBC Dominion Securities
Wealth management
Investment
Client experience
Account administration
CSC
CPH
Microsoft Office
Financial planning
Social media
Regulatory compliance
Client service
Portfolio management
Investment advisor
Wealth management planning

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