Posted 2 days ago
Associate, Wealth Management - 18 month contract
@ RBC Dominion Securities Inc.
Mississauga, Ontario
Overview
RBC Dominion Securities is hiring an Associate for an 18-month contract in its Mississauga Wealth Management branch, supporting an Investment Advisor's business. The work covers client service, account transaction processing, onboarding coordination, compliance support and administrative operations. The posting states a full-time 37.5-hour week, salaried pay, and a must-have Canadian Investment Regulatory Exam (CIRE).
Responsibilities:
- Serve as primary client contact and process account transactions
- Coordinate client onboarding documentation and regulatory requirements
- Liaise with internal and external stakeholders to resolve client requests
- Maintain internal controls and identify operational risks
- Manage calendar, client meetings, expenses and documents
Requirements summary:
- Bachelor's degree or job-related experience
- Strong communication, people and client service skills
- Attention to detail and efficiency mindset
- Proficiency in Microsoft Office
- Canadian Investment Regulatory Exam (CIRE)
- Financial services experience (asset)
Tools & skills
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-11-05
- First seen by our source
- 2026-11-06
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Business operations |
| Hours per week | 37.5 |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | Canadian Investment Regulatory Exam (CIRE) |
| Education | Bachelor’s degree (preferred) |
| Perks mentioned | Flexible hours, Performance bonus, Stock or equity |
Summary and details written by AI from the posting; the employer’s posting is the authority.
RBC Dominion Securities Inc.
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
- LinkedIn followers
- 55,794
- People associated on LinkedIn
- 6,107
- Reported office locations
- 155 Wellington Street West, Toronto, ON M5V 3K7, CA
- Other recorded names
- RBC Dominion Securities
- Specialties
- Investing and Portfolio Management
- Estate Planning
- Retirement Planning
- Business Financial Planning
- Not-For-Profit Organizations
- and High-Net-Worth Portfolios
- Profile identifies a recruitment agency
- No
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and…
| Field | Value |
|---|---|
| Industry | Investment Management |
| Company size | 5,001-10,000 employees |
| Headquarters | Toronto, ON |
| Organization type | Public Company |
| Year founded | 1901 |
| Specialties | Investing and Portfolio ManagementEstate PlanningRetirement PlanningBusiness Financial PlanningNot-For-Profit Organizationsand High-Net-Worth Portfolios |
| Open jobs on Jobsy | 132 |
| View page |
Job Description
The RBC Dominion Securities Branch located in Mississauga, ON is looking for an Associate to join the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional manner.
What will you do?
- Serve as a primary point of contact for clients, delivering responsive, professional service and ensuring a seamless client experience.
- Process client account transactions, including fund transfers, wire payments, and account maintenance, with accuracy and attention to detail.
- Liaise effectively with internal partners and external stakeholders to resolve inquiries, facilitate transactions, and ensure timely execution of client requests.
- Support the onboarding of new clients by coordinating documentation and ensuring all regulatory and firm requirements are met.
- Ensure operational excellence by maintaining strong internal controls, proactively identifying protentional risks, and supporting compliance with regulatory and firm standards.
- Manage administrative and operational activities, including calendar management, schedule client meetings, expense processing, document preparation, and manage follow-up activities.
- Identify and implement process improvements to enhance overall operational efficiency across internal teams.
What do you need to succeed?
Must Have
- Bachelor’s degree or job-related experience
- Strong soft skills including verbal and written communication, people, organizational, and client service skills
- Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
- Ability to adapt to a rapidly changing business and technology environment
- Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook
- Canadian Investment Regulatory Exam (CIRE)
Nice to Have
- Financial services industry experience (including internships)
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
- Opportunities to take on progressively greater accountabilities
- Opportunities to build close relationships with clients
- Access to a variety of job opportunities across business
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
Address:
4 ROBERT SPECK PKY:MISSISSAUGACity:
MississaugaCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
Contract (Fixed Term)Pay Type:
SalariedPosted Date:
2026-09-01Application Deadline:
2026-11-10Note: 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.
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