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Added 2 mins ago
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Associate Director, Mid-Market Leveraged Finance, Corporate Client Group
RBC
Toronto, ON
- Full-time
Interact and develop working relationships with other Associates/Associate Directors within CCG and Capital Markets to facilitate deal execution by sharing key practices and transaction…
Added 33 mins ago
RB
Associate Wealth Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
Wealth Management Essentials, Qualified Associate Financial Planner (QAFP), and Certified Financial Planner (CFP) an asset
Added 33 mins ago
RB
Associate Investment Advisor
Royal Bank of Canada
Ottawa, ON
- Full-time
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…
Added 1 hour ago
RB
Associate Director, Mid-Market Leveraged Finance, Corporate Client Group
Royal Bank of Canada
Toronto, ON
- Full-time
Interact and develop working relationships with other Associates/Associate Directors within CCG and Capital Markets to facilitate deal execution by sharing key practices and transaction…
Added 2 hours ago
EJ
Canada Initiative Leader
Edward Jones
Mississauga, ON
- $99,900 to $170,000 CAD / year
- Full-time
…Digital Product Management, Cloud, Data & AI, Compliance, Legal, Wealth Management, Risk Management, and Field Management…
Added 5 hours ago
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Associate or Associate Director, Technical Investment Banking - Energy - Calgary, AB
Scotiabank - Global Banking and Markets
Calgary, AB
- Full-time
Associate or Associate Director, Technical Investment Banking – Energy – Calgary, AB
Added 6 hours ago
RM
Sales Associate | Canmore (Part-Time, October - January)
Rocky Mountain Soap Company
Canmore, AB
- Part-time
- Temporary
The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all customers. Utilizing a wealth of natural product…
Added 6 hours ago
RM
Sales Associate | Canmore (Full-Time, October - January)
Rocky Mountain Soap Company
Canmore, AB
- Full-time
- Temporary
The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all customers. Utilizing a wealth of natural product…
Added 6 hours ago
RM
Sales Associate | Banff (Part-Time, October - January)
Rocky Mountain Soap Company
Banff, AB
- Part-time
- Temporary
The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all customers. Utilizing a wealth of natural product…
Added 6 hours ago
RM
Sales Associate | Banff (Full-Time, October - January)
Rocky Mountain Soap Company
Banff, AB
- Full-time
- Temporary
The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all customers. Utilizing a wealth of natural product…
Added 8 hours ago
Associate or Associate Director, Technical Investment Banking - Energy - Calgary, AB
Scotiabank
AB · Calgary, AB
Associate or Associate Director, Technical Investment Banking – Energy – Calgary, AB
Added 9 hours ago
Customer Experience Associate - Granville & 12th Branch, Vancouver, BC (26.25Hours/Week)
Scotiabank
Vancouver, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 9 hours ago
AF
Practice Management Strategist
ATB Financial
Calgary, AB
- Full-time
…analyze performance metrics, and embed AI solutions into modern wealth management…
Added 9 hours ago
Customer Experience Associate - River District, Vancouver BC (26.25hrs/week)
Scotiabank
Vancouver, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 10 hours ago
TS
Senior Associate, Business Development
Thane Stenner - Stenner Wealth Partners+
Vancouver, BC
- Full-time
Five or more years of relevant financial services or business development experience, preferably in private wealth management, private banking, asset management, insurance, accounting, or…
Added 10 hours ago
NB
Associate
National Bank of Canada
Sept-Îles, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 11 hours ago
T
Audit Manager II, Financial Crimes Audit, High Risk Areas (667)
TD
Toronto, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 11 hours ago
SW
ScotiaMcLeod Administrative Associate
Scotia Wealth Management
Vancouver, BC
- Contract
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 11 hours ago
S-
Analyst, Corporate Banking, Energy - Calgary, AB
Scotiabank - Global Banking and Markets
Calgary, AB
- Full-time
Associate position is a learning role, and requires the individual to be self motivated and keen on learning the broad variety of skills required to succeed
Added 11 hours ago
B
Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
…and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment…
Added 11 hours ago
B
Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers…
Added 12 hours ago
NB
Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
As an Associate, you will help ensure that client requests are handled accurately, professionally, and efficiently. You will communicate with clients and colleagues, maintain client…
Added 12 hours ago
NB
Associate Wealth Advisor
National Bank of Canada
Calgary, AB
- Full-time
A career as a Wealth Management Advisor in the National
Added 12 hours ago
NB
Private Banking Associate, Private Banking 1859
National Bank of Canada
Calgary, AB
- Temporary
Private Banking 1859 provides a boutique, red carpet experience to ultra-high net worth clients with personal banking and business needs as well as wealth management, estate and tax…
Added 12 hours ago
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Associate, Financial Planning (Colin Ryan Wealth Management)
Wellington-Altus
Winnipeg, MB
- Full-time
Reporting to the Senior Portfolio Manager & Senior Wealth Advisor at Colin Ryan Wealth Management, the Associate, Financial Planning, supports the delivery of personalized financial…

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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