Associate in Laval

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 Laval 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.
• 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.
• Work collaboratively and 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.
• Coordinate and prepare meetings for advisors with their clients/prospects.
• Ensure client files and other necessary documentation are accurate, up to date, and compliant.
• 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)
• Mastery of the French language
• 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

Nice-to-have:

• Knowledge of the English language

What’s in it for you?

• 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

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

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.

Join our Talent Community to stay informed about great career opportunities at RBC.