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Added 1 day ago
NB
Senior Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
…demonstrates sound judgment, takes initiative, anticipates client and advisor needs, and contributes meaningfully to the continued growth of our…
Added 1 day ago
CF
Compliance Officer, Registrations
CI Financial
Toronto, ON
- Full-time
…the firm. This role ensures compliance with CIRO, provincial securities commission, and internal regulatory requirements while providing guidance and support to advisors, branch management,…
Added 1 day ago
C
Associate Financial Advisor
CIBC
Brampton, 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 1 day ago
AC
Full-time Enterprise CRM Integration Specialist
Algonquin College of Applied Arts and Technology
Ottawa, ON
- Full-time
…also a senior, hands-on Salesforce developer and technical advisor who develops, configures, administers, and supports Salesforce solutions that advance College goals and provide a reliable…
Added 1 day ago
RB
Banking Advisor
Royal Bank of Canada
Shelburne, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
RB
Financial Advisor
Royal Bank of Canada
Burnaby, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 1 day ago
RB
Client Advisor
Royal Bank of Canada
Ponoka, AB
- Part-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
RB
Client Advisor
Royal Bank of Canada
Centre Wellington, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
R
Client Advisor
RBC
Centre Wellington, ON
- Part-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
R
Client Advisor
RBC
Ponoka, AB
- Part-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
Governance and Stakeholder Coordination
Government of Alberta
AB
…undertakes policy and regulatory oversight of Alberta’s financial securities, insurance and pension sectors, as well as delivers centralized human resource services for government.…
Added 1 day ago
RB
Client Advisor
Royal Bank of Canada
Prince Albert, SK
- Part-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
R
Financial Advisor
RBC
Burnaby, BC
- Full-time
Canada (excluding Quebec) - Completed Designated Financial Services Advisor (DFSA) designation, offered through the Canadian Securities Institute (i.e. Personal Financial Service Advice and…
Added 1 day ago
RD
Branch Operations Assistant
RBC Dominion Securities
Victoria, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 1 day ago
RD
Associate
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities located in downtown Toronto is looking to hire an Administrative Assistant to join their branch. You will provide administrative support to 2 Investment Advisor…
Added 1 day ago
Customer Care Advisor - Investments - Client Experience Centre, Ottawa - Dec 2026
Scotiabank
Ottawa, ON
As a Customer Care Advisor - Investments, you will be the voice of Scotiabank, delivering exceptional service to clients across Canada. You will support customers with investment and…
Added 1 day ago
R
Client Advisor
RBC
Prince Albert, SK
- Part-time
· Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
RJ
Associate Advisor/Financial Planner
Raymond James
Waterloo, ON
- Full-time
As our team continues to grow, we are seeking an experienced and highly motivated Associate Advisor/Financial Planner to work closely with our advisors in delivering exceptional client…
Added 1 day ago
AC
Full-time Enterprise CRM Integration Specialist
Algonquin College
Ottawa, ON
- Full-time
…also a senior, hands-on Salesforce developer and technical advisor who develops, configures, administers, and supports Salesforce solutions that advance College goals and provide a reliable…
Added 1 day ago
R
Banking Advisor
RBC
Shelburne, ON
- Full-time
Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
Added 1 day ago
RB
Associate
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities located in downtown Toronto is looking to hire an Administrative Assistant to join their branch. You will provide administrative support to 2 Investment Advisor…
Added 1 day ago
C
Sr. Financial Advisor CIRO-ID (Urban)
CIBC
Toronto, ON
- Full-time
…providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service approach, taking responsibility for a…
Added 1 day ago
RB
Branch Operations Assistant
Royal Bank of Canada
Victoria, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 1 day ago
R
Associate
RBC
Toronto, ON
- Full-time
RBC Dominion Securities located in downtown Toronto is looking to hire an Administrative Assistant to join their branch. You will provide administrative support to 2 Investment Advisor…

Closed listing

Royal Bank of Canada

Client Experience Associate

Collingwood, ON, L9Y 2M3, Canada

$37,500.00 - $50,000.00 · Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Pay: $37,500.00 - $50,000.00
Job type: Full-time
Closing date: Sep 23, 2026
Posting language: English
Posted: Sep 9, 2026

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Original job description

Archived listing. The details below describe a past opening.

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, efficient and collaborative individual to join our leading wealth management firm as an Client Experience 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?

Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Assist advisor with managing and executing on their Client service plan and RBC partner/COI service plan.
Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects and COIs.
Tap into your superior problem resolution skills to provide proactive client service.
Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
Manage special projects for the team, including regulatory projects requiring account documentation updates or client communications and firm-led initiatives i.e. eStatement campaign

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 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

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:

1 1 ST:COLLINGWOOD

City:

Collingwood

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-09

Application Deadline:

2026-09-23

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.

About employer

More about this job

Responsibilities

The Client Experience Associate will manage client account administration, including account openings and maintenance, while providing exceptional service to support the advisor team. They will also coordinate client meetings, update communication channels, and assist with regulatory and firm-led projects.

Requirements

Candidates must have or be working towards the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) certification. Strong organizational skills, proficiency in Microsoft Office, and a commitment to providing world-class client service are required.

Skills

Account management
Customer success
Decision making
Financial regulation
Group problem solving
Interpersonal relationships
Investment risk management
Time management
Organization skills
Client service
Microsoft Office Suite
Social media management
Communication
Documentation
Portfolio management

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Investment
Wealth management
RBC Dominion Securities
Canadian Securities Course
CSC
Conduct & Practices Handbook
CPH
Account administration
Client service
Portfolio management
Microsoft Office
Social media
LinkedIn
Facebook
Financial planning
Regulatory compliance
Client onboarding
Financial services
Relationship management
Administrative support

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