Associate

Job Description

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. Our RBC Dominion Securities branch is home to one of the firm’s established, high-performing advisory teams — a group of dedicated professionals with a strong track record of delivering exceptional wealth management to their clients. We are looking for a resourceful, detail-oriented, and service-driven Associate to join and support this elite team. In this role, you will be an essential pillar of the team — providing outstanding day-to-day support to our Advisors and delivering service excellence to a distinguished client base. As the primary internal and external point of contact, you will help maintain seamless operations, ensure all account administration and documentation remains accurate and compliant, and contribute meaningfully to the team’s continued success. What Will You Do? Provide exceptional, white-glove client service as a primary point of contact — responding to inquiries promptly and professionally regarding account transactions, documentation, reporting, and general requests. Support the Advisor team with day-to-day operations, ensuring smooth workflows and allowing Advisors to focus on high-value client relationships and portfolio management. Maintain and manage existing client accounts, proactively tracking key dates, timelines, and follow-ups to ensure clients always feel prioritized and well looked after. Assist with account administration tasks, applying your knowledge of financial services accounting to ensure accuracy and compliance. Become well-versed in internal controls and industry regulatory requirements, keeping client files and all documentation accurate, current, and fully compliant. Assist the team in welcoming and onboarding new clients, making a strong first impression that reflects the calibre of our high-performing advisory team. Coordinate and prepare materials for client and prospect meetings, leveraging strong organizational skills to ensure every interaction is polished and well-prepared. Handle incoming communications efficiently, triaging and routing requests from clients, Advisors, and internal and external partners with professionalism. Support the Advisor team through the full Wealth Management process, helping to maintain an organized audit of activities and client priorities. What Do You Need to Succeed? Must-Have Experience in financial services, accounting, or a closely related field — you understand financial statements, account reconciliation, and the importance of accuracy in a regulated environment Exceptional organizational and time management skills with a high degree of attention to detail Demonstrated ability to deliver world-class client service that is professional, warm,