Associate

Job Summary

Job Description

What is the opportunity?

The RBC Dominion Securities in Waterloo branch is currently seeking a Licensed Associate for a growing team. The successful candidate will possess a passion for service excellence, and thrive in a fast paced team environment. This individual will be responsible for the day to day administrative needs for clients and have the unique opportunity for mentorship, and skill development as they work in a supporting role on the team.

What will you do?

Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate

Follow-up on client trades to ensure proper settlement and delivery

Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports

Utilize contact management system for daily task management

Provide world class client service to our valued clients

What do you need to succeed?

Must Have:

The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate

Successful Completion of CSC/CPH

Exceptional client service skills and experience

Administrative experience

Nice-to-have

Knowledge of RBC Dominion Securities’ systems an asset

Marketing Experience

Good understanding of bond, preferred share and equity markets

Undergraduate degree

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, highly competitive compensation, commissions, and stock where applicable

Work in a dynamic, collaborative, progressive, and high-performing team

Financial strength and strong brand

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management, Organizing, Proactive Approach, Time Management, Written Communication
Additional Job Details

Address:

+5 KING ST S:WATERLOO
City:

WATERLOO
Country:

Canada
Work hours/week:

37.5
Employment Type:

Full time
Platform:

WEALTH MANAGEMENT
Job Type:

Regular
Pay Type:

Salaried
Posted Date:

2026-05-01
Application Deadline:

2026-05-22
Note: Applications will be accepted until 11:5+ PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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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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.