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Associate

  • Windsor, ON, N8X 4Z3, 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
Listed closing date
Posting language
English
Posted

Original job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Windsor, Ontario is seeking an Associate to provide administrative support to a dynamic Advisory Team.

You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

What will you do?

  • Coordinate and prepare meetings for Advisors with their clients/prospects.
  • Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
  • Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
  • Assist the Advisor team with client onboarding.
  • Help manage incoming communications from clients, Advisors and other internal and external partners.
  • Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts
  • Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
  • Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
  • Follow up on client trades to ensure proper settlement and delivery
  • Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

  • Strong Microsoft Office Suite skills
  • 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
  • Exceptional verbal and written communication skills in English
  • Ability to complete licensing requirements (CIRE)

Nice-to-have

  • CIRE or Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • 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, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial service

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

1922 WYANDOTTE ST E:WINDSOR

City:

Windsor

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-01

Application Deadline:

2026-10-07

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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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.

More about this job

Responsibilities

Provide administrative and client-service support to the Advisory Team, including coordinating meetings, responding to client inquiries, assisting with onboarding, and maintaining client accounts and files. Support trade settlement, regulatory documentation, team communications, and the tracking of Wealth Management activities and priorities.

Requirements

Candidates need strong Microsoft Office skills, excellent organization and time management, and professional, warm client-service and communication skills in English. They must be able to complete CIRE licensing requirements; CIRE or CSC and CPH credentials, knowledge of RBC Dominion Securities systems, and securities-industry experience are assets.

Skills

  • Microsoft Office
  • Time Management
  • Organization
  • Client Service
  • Problem Resolution
  • Verbal Communication
  • Written Communication
  • Account Management
  • Client Onboarding
  • Financial Regulation
  • Investment Risk Management
  • Decision Making
  • Interpersonal Relationships
  • Group Problem Solving
  • Securities Industry Knowledge
  • CIRE Licensing

Benefits

  • Bonuses
  • Flexible Benefits
  • Competitive Compensation
  • Commissions
  • Stock Options
  • Coaching And Development Opportunities
  • Training Program

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Administrative
  • Customer Service & Support

Keywords

  • Microsoft Office
  • CIRE
  • Canadian Securities Course
  • Conduct And Practices Handbook Course
  • RBC Dominion Securities
  • Wealth Management
  • Client Service
  • Client Onboarding
  • Account Transactions
  • Tax Receipts
  • Account Reporting
  • Client Accounts
  • Trade Settlement
  • Regulatory Compliance
  • Internal Controls
  • Client Documentation
  • Advisor Support
  • Meeting Coordination
  • Problem Resolution
  • Time Management
  • Organization
  • Written Communication
  • Verbal Communication
  • Securities Industry
  • LinkedIn
  • Facebook
  • Newsletters

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