Associate

Job Description

Job Description What is the opportunity? The RBC Dominion Securities Burlington branch is currently seeking an Associate to join an advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries. What will you do? Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners Support the Investment Advisors in general administrative duties in the management of client accounts Support the Investment Advisors in the preparation of client reviews and presentations Request information and documentation from clients in order to open accounts and keep client files up to date Follow up on client trades to ensure proper settlement and delivery Monitor all pending transfers to ensure completion on a timely basis What do you need to succeed? Must Have Post Secondary Education (College or University) Excellent communication skills, both verbal and written Proficiency with Microsoft Office Suite Canadian Investment Regulatory Exam, CIRE Relevant experience in the financial services industry Meticulous attention to detail and strong organizational skills Nice to Have Dominion Securities (DS) or Retail Brokerage work experience Enthusiastic, committed, and entrepreneurial spirit 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 services Job Skills Account Management, Contact Clients, Customer Success, Documentations, Group Problem Solving, Interpersonal Relationships, Organizational Leadership, Time Management Additional Job Details Address: 4475 NORTH SERVICE RD:BURLINGTON City: Burlington Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-04-23 Application Deadline: 2026-05-08 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 Ra