Associate at Royal Bank of Canada

Montreal, Quebec, Canada -

Full Time

Start Date

Immediate

Expiry Date

22 Aug, 26

Salary

0.0

Posted On

24 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Account Administration, Wealth Management Planning, Problem Resolution, Onboarding, Regulatory Compliance, Social Media Management, Microsoft 365, Time Management, Bilingualism

Industry

Financial Services

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. The RBC Dominion Securities Place Ville Marie branch is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate. By providing ongoing, exceptional service and support to our clients and our advisory 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 remain up to date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities. What will you do? Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team. Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). 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. Assist the advisory team in welcoming and onboarding new clients. Leverage your passion for planning to coordinate and prepare meetings for advisors with their clients/prospects. Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation are accurate, up to date, and compliant. Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters. What do you need to succeed? Must-have Canadian Investment Regulatory Exam (CIRE) Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs Minimum of 2 years of experience in the securities industry Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook) Meticulous attention to detail and excellent time management skills Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients 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 Additional Job Details Address: 1 PLACE VILLE MARIE:MONTRÉAL City: Montréal 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: 2026-06-15 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above 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.

Responsibilities

The Associate provides exceptional service and administrative support to clients and the advisory team to maintain accounts and deepen relationships. Key duties include managing account documentation, coordinating client meetings, and ensuring compliance with industry regulatory requirements.