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Added 50 mins ago
IF
Internal Wholesaler
iA Financial Group
Vancouver, BC
- Full-time
Producing fund comparisons and analyses using Morningstar Advisor Workstation and YCharts.
Added 50 mins ago
IF
Intern – Associate, Investment Products and Platforms
iA Financial Group
Toronto, ON
- $23.5 to $29.5 CAD / hour
- Full-time
Review new deposits, classify securities, and perform account setup validations;
Added 50 mins ago
IF
Sales Associate
iA Financial Group
Toronto, ON
- Full-time
Develop and share ideas, strategies, and sales concepts that support advisor growth and business development.
Added 50 mins ago
IF
Corporate Branch Manager
iA Financial Group
Vancouver, BC
- $58,422 to $92,583 CAD / year
- Full-time
…strong compliance environment that protects clients, guides Advisor Teams, and strengthens confidence in the services we deliver. You will help ensure effective supervision, sound…
Added 1 hour ago
R
Banking Advisor
RBC
St. John's, NL
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
R
Client Advisor
RBC
Sackville, NB · Amherst, NS
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 hour ago
R
Client Advisor
RBC
St. John's, NL
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 3 hours ago
NB
Wealth Associate
National Bank of Canada
Mississauga, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 5 hours ago
R
Client Advisor
RBC
Scugog, ON
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 5 hours ago
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Specialist, Business Development, Newcomers
RBC
Montreal, QC
- Full-time
Applying the Together at RBC principle as an advisor, you possess extensive expertise in providing advice in everyday banking, investments, and credit, leveraging this expertise to offer…
Added 5 hours ago
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Investment Advisor
RBC
Toronto, ON
- Full-time
As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but…
Added 5 hours ago
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Client Advisor
RBC
Bridgewater, NS
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 5 hours ago
R
Banking Advisor
RBC
Sault Ste. Marie, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 5 hours ago
R
Banking Advisor
RBC
Moosomin, SK
- Full-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 5 hours ago
R
Client Advisor
RBC
Kenora, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 5 hours ago
R
Client Advisor
RBC
Thunder Bay, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 5 hours ago
R
Client Advisor
RBC
Flin Flon, MB
- Full-time
…a great career with us as a future Account Manager/Banking…
Added 5 hours ago
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Client Advisor
RBC
Virden, MB
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 6 hours ago
RB
Associate Wealth 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 6 hours 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 9 hours ago
RB
Client Advisor
Royal Bank of Canada
Virden, MB
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 9 hours ago
RB
Client Advisor
Royal Bank of Canada
Thunder Bay, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 9 hours ago
RB
Client Advisor
Royal Bank of Canada
Flin Flon, MB
- Full-time
…a great career with us as a future Account Manager/Banking…
Added 11 hours ago
SC
Vice President Business Development / Portfolio Manager / Investment Advisor - British Columbia / Vancouver / Vancouver Island- Partner Track
Schwaben Capital Group Limited
Toronto, ON
- Full-time
Investment Advisor / Portfolio Manager - Business Development, Partner Track
Added 14 hours ago
RB
Client Advisor
Royal Bank of Canada
Kenora, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)

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, empathetic, and collaborative individual to join our leading wealth management firm.

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. Offering efficient internal support, you will be invaluable in ensuring the Advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

What will you do?

Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
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.
Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
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.
Tap into your superior problem resolution skills to provide proactive client service.
Effectively manage incoming communications from clients, Advisors and other internal and external partners.
Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

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 in working with various business applications/technology
High level of 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 will ultimately 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
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:

Contract (Fixed Term)

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

You will manage client account administration, including onboarding, maintenance, and documentation to ensure regulatory compliance. Additionally, you will support the advisory team by coordinating meetings and maintaining communication channels to enhance the overall client experience.

Requirements

Candidates must have or be working towards the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) certification. Strong organizational skills, proficiency in business technology, and a commitment to providing high-quality client service are essential.

Skills

Account management
Customer service
Financial regulation
Time management
Organization
Problem resolution
Communication
Social media
Client onboarding
Documentation
Technology proficiency
Relationship management

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock
Coaching
Training program

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment
RBC Dominion Securities
Account administration
Client experience
CSC
CPH
Regulatory compliance
Onboarding
LinkedIn
Facebook
Financial services
Client reporting
Account maintenance
Advisory support

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