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Added 1 min ago
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Financial Advisory Consultant
RBC
Vancouver, BC
- Full-time
…Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their…
Added 1 min ago
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Financial Advisory Consultant
RBC
Montreal, QC
- Full-time
…Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their…
Added 1 min ago
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Financial Advisory Consultant
RBC
Toronto, ON
- Full-time
…Banking. The RBC Family Office Services team helps advisors and advisor teams deliver integrated wealth management expertise and planning to clients and their…
Added 1 min ago
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Associate Investment Advisor (commission only) CIBC Wood Gundy
CIBC
London, ON
- Full-time
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the…
Added 1 min ago
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Senior Advisor, Strategy, Planning & Partnerships
Metrolinx
Canada
- Full-time
The Strategy, Planning and Partnerships team is seeking one permanent, and one 18-month contract Senior Advisor who will be responsible for developing proactive insights and undertaking…
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Sr. Security Service Manager, Application Security
CIBC
Toronto, ON
- Full-time
Advisory and Relationship Management – You will act as a trusted advisor to application development, operations, and infrastructure teams, guiding them to integrate security testing into…
Added 1 min ago
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Financial Advisor - CIRO-MFD/AMF
CIBC
Brossard, QC
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 1 min ago
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SENIOR BUSINESS ADVISOR, AI
BDC
Montreal, QC
- Full-time
The AI Business Advisor serves as a trusted strategic advisor to Canadian entrepreneurs seeking to leverage artificial intelligence to improve performance, productivity, and long‑term…
Added 46 mins ago
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Wealth Enablement Digital Trainer
iA Financial Group
Toronto, ON · Montreal, QC · Quebec, QC
- Full-time
In this role, you will help advisors, advisor support teams, and internal business partners maximize the value of the firm’s digital tools, operational processes, and advisor-facing…
Added 46 mins ago
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Client Advisor
RBC
St. John's, NL
- Part-time
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Added 46 mins ago
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Managing Director, Value Creation Private Markets
OPTrust
Toronto, ON
- Full-time
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Senior Audit Group Manager, Financial Crimes Fraud and Insider Risk (1158)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 46 mins ago
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Manager, Lead Engagement
Medcan
Toronto, ON
- $85,122 to $117,042.75 CAD / year
- Full-time
Act as a trusted advisor to both teams on improving funnel efficiency, conversion and reporting, leveraging subject matter expertise and deep date analysis to gain alignment on the proposed…
Added 46 mins ago
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Associate Financial Advisor
CIBC
Timmins, ON
- Full-time
…difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you recommend simple,…
Added 46 mins ago
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Financial Advisor CIRO-MFD
CIBC
Whitehorse, YT
- Full-time
…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
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Financial Advisor-CIRO-MFD/AMF
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Castlegar, BC
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…services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for your clients and…
Added 1 hour ago
Financial Advisor - Penticton, BC
Scotiabank
Penticton 1, BC
…documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click…
Added 1 hour ago
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Client Advisor
Royal Bank of Canada
St. John's, NL
- Part-time
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Added 2 hours ago
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Diagnostic Sales Manager (Ottawa, ON)
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Ottawa, ON
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Our recruitment process may include use of Artificial-intelligence (AI) Tools.
Added 2 hours ago
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Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Montreal, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 3 hours ago
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Ottawa, ON
- Full-time
As DCC's chief legal advisor and governance leader, the incumbent safeguards the corporation's interests, helps shape strategic decisions, and provides leadership on complex legal,…
Added 3 hours ago
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Talent Acquisition Advisor I
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Added 4 hours ago
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Damage Insurance Agent (Bilingual)- EN
RBC Insurance
Quebec, QC
- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 4 hours ago
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Administrative Assistant
RBC Dominion Securities
Vancouver, BC
- 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. Offering…
Added 4 hours ago
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Associate Advisor
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- Full-time
As an Associate Advisor, you will work with the Investment Advisor team and be responsible for providing proactive advice and support to our clients and the Investment Advisor, helping…

RBC

Senior Associate

Richmond Hill, 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 22, 2026
Experience: Minimum of 5 years of experience in securities industry
Posting language: English
Posted: Oct 8, 2026

Original job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Richmond Hill is looking for a resourceful, efficient and collaborative individual to join a high-performing Director's Council Team.

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 the Advisor team in managing client portfolios and wealth management planning opportunities.

What will you do?

Enhance the client’s experience from onboarding to year-round contact so that it is consistently smooth and on-track with the team’s client service plan.
Assist the Advisor team in welcoming and onboarding new clients.
Coordinate and prepare meetings for Advisors with their clients/prospects.
Provide proactive client service with a focus on problem resolution and attention to details.
Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements.
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.
Follow up on client trades to ensure proper settlement and delivery

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

Nice-to-have

Minimum of 5 years of experience in securities industry
Knowledge of RBC Dominion Securities’ systems and procedures
Exceptional verbal and written communication skills in English

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, Client Relationship Management, Client Service, Collaboration, Customer Success, Decision Making, Financial Regulation, Financial Services, Group Problem Solving, Interpersonal Relationships, Investment Risk Management, Investments, Microsoft Office, Time Management, Wealth Management

Additional Job Details

Address:

260 EAST BEAVER CREEK RD:RICHMOND HILL

City:

Richmond Hill

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-08

Application Deadline:

2026-10-22

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

The Senior Associate will provide exceptional service and support to clients and the Advisor team to deepen relationships and manage portfolios. They are responsible for maintaining accurate client documentation, ensuring regulatory compliance, and coordinating client meetings.

Requirements

Candidates must hold a Canadian Investment Regulatory Exam (CIRE) certification and possess strong proficiency in business applications like Microsoft Office. A minimum of 5 years of experience in the securities industry is preferred, along with excellent communication and organizational skills.

Skills

Account Management
Client Service
Collaboration
Customer Success
Decision Making
Financial Regulation
Financial Services
Group Problem Solving
Interpersonal Relationships
Investment Risk Management
Investments
Microsoft Office
Time Management
Wealth Management

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Senior Associate
RBC Dominion Securities
Wealth Management
Client Service
Account Administration
Compliance
Portfolio Management
CIRE
Canadian Investment Regulatory Exam
Microsoft Office Suite
Securities Industry
Client Onboarding
Problem Resolution
Regulatory Requirements
Internal Controls
Trade Settlement
Financial Services
Investment Planning
Client Reporting
Relationship Management

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