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Added 7 mins ago
FB
Seasonal Tax Services Associate
Farm Business Consultants
Belleville, ON
- Other
Know when to hand off. Flag anything complex to a Tax Advisor rather than working it out on your own.
Added 7 mins ago
Customer Account Executive III (Hybrid)
Nitro
Toronto, ON
…during this transformative process. You will have an assigned client base to cross sell, upsell and retain clients across…
Added 8 mins ago
SR
Corporate Account Manager - SRS
s.t.o.p Restaurant Supply
Kitchener, ON
- $52,000 to $55,000 CAD / year
- Full-time
…Account Manager that serves as the primary point of contact for a client throughout the lifecycle of their projects, ensuring their needs are met while maintaining profitability and…
Added 8 mins ago
NB
Advisor
National Bank of Canada
Montreal, QC
- Temporary
A career as a advisor in the Syndicated Loans team at Banque Nationale means acting as an expert in financing products. It is through your expertise and client proximity that you have a…
Added 22 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Burlington, ON
Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in our Burlington, ON office. Do you love to talk about insurance and provide exceptional client…
Added 22 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
TPCA The Well
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 22 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
TPCA The Well
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 22 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
Teleperformance
TPCA The Well
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 23 mins ago
D
Chief Compliance Officer
Desjardins
Toronto, ON
- Full-time
…compliance management framework. The CCO serves as a trusted advisor to senior management, supporting the organization's regulatory obligations, strategic objectives, and culture of…
Added 23 mins ago
SI
Senior Implementation Specialist
STACK IT Recruitment
Toronto, ON
- $110,000 to $130,000 CAD / year
- Full-time
👨🏻 💼 Are you a senior MSP engineer who can deliver large infrastructure projects hands-on and act as the technical advisor a client relies on?
Added 37 mins ago
R
Banking Advisor
RBC
Regina, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 37 mins ago
R
Banking Advisor
RBC
Swift Current, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 37 mins ago
P
Director, Data Enablement
PwC
Toronto, ON
- Full-time
…As a Director, Data Enablement, you will serve as a trusted advisor to executives, helping organizations shape enterprise data strategies, modernize data ecosystems, and establish AI-ready…
Added 37 mins ago
ON
Legal Coordinator – OLRB Health Care Restructuring/PSLRTA Lead – Litigation Team
Ontario Nurses' Association
London, ON · Ottawa, ON · Port Hope, ON · Toronto, ON · Nepean, ON
- Full-time
…and supervision of the Manager of Litigation and Senior Legal…
Added 37 mins ago
SL
AVP, CXO Strategy & Transformation
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
…decision-making, and ensure investments are clearly linked to client, advisor, sponsor, business, risk, and financial…
Added 52 mins ago
M
Consultant, Forensics and Litigation Support
MNP
Toronto, ON
- Full-time
…expertise to protect clients’ assets and reputation. As a trusted advisor, you’ll implement anti-fraud controls and resolve fraud emergencies, reducing clients’ exposure to criminal and…
Added 52 mins ago
D
Personal Finance Advisor
Desjardins
Bonaventure, QC · Carleton-sur-Mer, QC · Maria, QC · New Richmond, QC · Caisse Desjardins de la Baie-des-Chaleurs
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 52 mins ago
BB
Associé(e) principal(e) des ventes au détail / Senior Retail Sales Associate
Best Buy Canada
Canada
- Full-time
You’ll love it here! We are hiring immediately for a senior sales associate, which we call a senior advisor at Best Buy. As a senior sales associate, you will be the face of Best Buy for…
Added 52 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
👨🏻‍💼 Are you a senior MSP engineer who can deliver large infrastructure projects hands-on and act as the technical advisor a client relies on?
Added 52 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
👨🏻‍💼 Are you a senior MSP engineer who can deliver large infrastructure projects hands-on and act as the technical advisor a client relies on?
Added 52 mins ago
SI
Senior Systems Engineer
STACK IT Recruitment
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
👨🏻‍💼 Are you a senior MSP engineer who can deliver large infrastructure projects hands-on and act as the technical advisor a client relies on?
Added 52 mins ago
ScotiaMcLeod Investment Associate - Toronto
Scotiabank
Toronto, ON
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 52 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
TP
Canada
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…
Added 52 mins ago
HW
Client Services Associate
Harbourfront Wealth Management
Toronto, ON
- $60,000 to $80,000 CAD / year
- Contract
…investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great…
Added 52 mins ago
T
Partner Customer Success Manager (PCSM) - Accounting & Advisory Channel
TP
Toronto, ON
- Full-time
As a Partner Customer Success Manager (PCSM), you are the dedicated post-sales commercial owner and strategic platform advisor for a high-value portfolio of 150–250 accounting firms,…

RBC

Investment Associate - Trading & Administration

Oakville, 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: Nov 13, 2026
Posting language: English
Posted: Oct 30, 2026

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 Oakville is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Investment 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?

Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
Review portfolios regularly and re-balance them with guidance from the advisory team, manage TAC sheets, risk dashboard, bulk trading, IPS (new and updates).
Make recommendations for changes, switches (Advisor, A+, MF, other); track positions held; identify buy / sell opportunities; manage positions to be in line with models.
Follow-up on orders to ensure proper settlement and delivery.
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.
Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.

What do you need to succeed?

Must-have

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 in English

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:

435 NORTH SERVICE RD W:OAKVILLE

City:

Oakville

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-30

Application Deadline:

2026-11-13

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.

Apply About employer

More about this job

Responsibilities

The Investment Associate will manage client portfolios, conduct market research, and ensure all account administration and documentation remain compliant. They will also act as a primary point of contact to provide proactive service and resolve client inquiries efficiently.

Requirements

Candidates must hold the Canadian Investment Regulatory Exam (CIRE) certification and possess strong proficiency in Microsoft Office. Exceptional communication skills and a demonstrated ability to provide high-quality client service are essential for success in this role.

Skills

Account management
Customer success
Decision making
Financial regulation
Group problem solving
Interpersonal relationships
Investment risk management
Portfolio management
Trading
Market research
Client service
Regulatory compliance
Time management
Communication
Microsoft Office Suite

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options
Coaching and development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Wealth Management
Trading
Administration
CIRE
Portfolio Management
Risk Dashboard
Compliance
Client Service
Market Research
Financial Services
RBC Dominion Securities
Account Documentation
Regulatory Requirements
Investment Advisor
Asset Management
Trading Settlement
Relationship Management

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