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Added 1 hour ago
RD
Client Experience Associate
RBC Dominion Securities
Collingwood, ON
- Full-time
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…
Added 4 hours ago
IW
Product Specialist, Investment Products - Winnipeg, Toronto
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 4 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, ON
- Full-time
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…
Added 4 hours ago
A
Business Analyst
Affinity
Burnaby, BC
- Contract
…back‑office functions in the financial services industry such as wealth management platforms, advisor and regulatory workflows, account servicing, onboarding, financial reporting, trading,…
Added 6 hours ago
T
PIA Client Service Associate
TD
Kamloops, BC
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 7 hours ago
RB
Client Experience Associate
Royal Bank of Canada
Collingwood, 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 8 hours ago
EJ
CA Financial Advisor
Edward Jones
Castlegar, BC
- $38,500 to $100,000 CAD / year
- Full-time
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…
Added 8 hours ago
EJ
CA Financial Advisor
Edward Jones
Nelson, BC
- $38,500 to $100,000 CAD / year
- Full-time
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…
Added 8 hours ago
EJ
CA Financial Advisor
Edward Jones
Salmon Arm, BC
- $38,500 to $100,000 CAD / year
- Full-time
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial…
Added 9 hours ago
Head of Talent Acquisition
Visier Solutions Inc
Vancouver, BC
Strategic Hiring Partner Enablement: Transform the TA function into a strategic advisor, coaching and enabling hiring managers to effectively identify, assess, and hire great talent.
Added 10 hours ago
R
Client Experience Associate
RBC
Collingwood, 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 10 hours ago
R
Client Experience Associate
RBC
Collingwood, ON
- Full-time
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…
Added 10 hours ago
Senior Lending Advisor - Cochrane, AB
Scotiabank
Cochrane, AB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 10 hours ago
Financial Advisor - 97th Street & 132nd Avenue Branch, Edmonton, AB
Scotiabank
Edmonton, AB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 10 hours ago
T
Portfolio Lead
TEKsystems
Toronto, ON
- $100 to $120 CAD / hour
- Full-time
Portfolio Management Specialist: Wealth Management Technology Canada (WMTC) | Toronto, ON
Added 10 hours ago
K
Senior Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
KPMG’s Management Consulting practice is growing its Strategy & Operations team focused on insurance and wealth management. We are looking for Senior Consultants who want to help leading…
Added 11 hours ago
T
Counsel, M&A
TD
Toronto, ON
- Full-time
The M&A Counsel will serve as a trusted advisor to TD's Corporate Development team, business executives and other legal colleagues on a broad range of strategic transactions and corporate…
Added 11 hours ago
IW
Director HR Business Partner
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 11 hours ago
IW
Senior Manager, Living Plan Portal - Canada
IG Wealth Management
Quebec, QC
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 11 hours ago
IW
Senior Manager, Living Plan Portal - Canada
IG Wealth Management
MB · Manitoba, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 11 hours ago
IW
Coordinator, Region Office Operations (12 Months Contract) - North York, ON
IG Wealth Management
ON · Ontario, Canada
- Contract
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 11 hours ago
IW
Senior Manager, Living Plan Portal - Canada
IG Wealth Management
ON · Ontario, Canada
- Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 12 hours ago
SL
AVP, Strategic Programs, Innovation, Insights and Regulatory Operations
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
…The role balances regulatory defensibility, operational risk, advisor and client experience, efficiency, capacity and responsible use of digital, automation, analytics, AI and emerging…
Added 12 hours ago
SL
AVP Dealer Transformation
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
Strong understanding of the Canadian wealth management and advisor ecosystem.
Added 12 hours ago
Business Advisor - Rideau & William, Ottawa, ON
Scotiabank
Ottawa, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…

RBC

Client Experience Associate

Collingwood, ON, Canada

$37,500.00 - $50,000.00 · Full-time

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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.

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

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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