Senior Associate at RBC in RICHMOND HILL, Ontario, Canada

Senior Associate

Location: RICHMOND HILL, Ontario, Canada

What is the opportunity?

The RBC Dominion Securities branch located in Richmond Hill is looking for a resourceful, efficient and collaborative individual to join a high-performing Executive Council Team.

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 the Advisor team in managing client portfolios and wealth management planning opportunities.

What will you do?

• Enhance the client’s experience from onboarding to year-round contact so that it is consistently smooth and on-track with the team’s client service plan.
• Assist the Advisor team in welcoming and onboarding new clients.
• Coordinate and prepare meetings for Advisors with their clients/prospects.
• Provide proactive client service with a focus on problem resolution and attention to details.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements.
• 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.
• Follow up on client trades to ensure proper settlement and delivery

What do you need to succeed?

Must-have

• Canadian Investment Regulatory Exam, CIRE
• 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

• Minimum of 5 years of experience in securities industry
• Knowledge of RBC Dominion Securities’ systems and procedures
• Exceptional verbal and written communication skills in English

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

260 EAST BEAVER CREEK RD:RICHMOND HILLRichmond HillCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2026-07-02

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.