Publié il y a 8 jours
Associate
@ RBC Dominion Securities Inc.
Guelph, Ontario
En bref
RBC Dominion Securities is hiring an Associate for the Elinesky Schuett Private Wealth team in Guelph to deliver client service and account administration for Investment Advisors. The work covers client inquiries, account opening and compliance, and cross-training teammates. Full-time, salaried at $37,500 to $50,000 plus a variable incentive of up to 1.0x salary.
Responsabilités :
- Serve as primary contact for an advisor's client inquiries and requests
- Partner to execute and audit the contact service plan
- Open accounts in person or digitally
- Administer accounts and ensure regulatory and internal-control compliance
- Learn and cross-train on service knowledge across the team
Résumé des exigences :
- 3+ years' experience as an Associate
- IR registration with CIRO
- Demonstrated world-class client service skills
- Meticulous attention to detail and organization
- Ability to manage highly confidential information
- Exceptional verbal and written communication
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · workday
- Date publiée par l’employeur
- 2026-10-29
- Première détection par notre source
- 2026-10-30
- Mise à jour du dossier source
- 2026-11-04
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Service à la clientèle |
| Expérience | 3 an(s) et plus |
| Heures par semaine | 37.5 |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | CIRO IR registration |
| Avantages mentionnés | Congés payés généreux, Prime de rendement |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
RBC Dominion Securities Inc.
Profil d’entreprise sauvegardé
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Description complète de l’entreprise
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.
- Abonnés LinkedIn
- 55 794
- Personnes associées sur LinkedIn
- 6 107
- Bureaux déclarés
- 155 Wellington Street West, Toronto, ON M5V 3K7, CA
- Autres noms enregistrés
- RBC Dominion Securities
- Spécialités
- Investing and Portfolio Management
- Estate Planning
- Retirement Planning
- Business Financial Planning
- Not-For-Profit Organizations
- and High-Net-Worth Portfolios
- Le profil indique une agence de recrutement
- Non
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…
| Champ | Valeur |
|---|---|
| Secteur | Investment Management |
| Taille | 5,001-10,000 employees |
| Siège social | Toronto, ON |
| Type d’organisation | Public Company |
| Fondée en | 1901 |
| Spécialités | Investing and Portfolio ManagementEstate PlanningRetirement PlanningBusiness Financial PlanningNot-For-Profit Organizationsand High-Net-Worth Portfolios |
| Offres sur Jobsy | 132 |
| Voir la page |
Job Description
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
If you want to jump into an entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced associates, advisors, and financial planners in the country, then you should definitely read on!
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning to money and we do this by delivering world class investment management, wealth management, and client service experiences. We also actively participate and support many local community initiatives in Guelph, Wellington County, and the surrounding areas.
THE ROLE
We have a large 16 person team and the Associate role partners with other team members to deliver high quality service to our new and existing clients through ongoing, proactive, and efficient support across day-to-day client service, account administration, and wealth management support. This role is as much instrumental to supporting specific Investment Advisors and their client book as it is instrumental in supporting cross training, leading or contributing to strategic initiatives, and supporting with team capacity during peak volume periods.
TOP 5 JOB RESPONSIBILITIES
- WORLD CLASS PRIMARY SERVICE CONTACT
First point of contact to quarterback all client inquiries and requests for your Investment Advisor’s book of clients and ensure they are overly satisfied with our service levels - bring ideas back to the team for continued creativity and improvement - DRIVE OUR CONTACT SERVICE PLAN
Partner with the Client Experience Associate to execute, manage, and audit your Investment Advisor’s contact service plan - ACCOUNT OPENING
Execute a world class account opening and onboarding experience in-person and/or digitally - ACCOUNT ADMINISTRATION
Execute all day to day, ad-hoc, and infrequent account administration to ensure our client’s needs are well serviced and ensure all accounts are 100% compliant with internal controls and regulatory requirements - DEVELOP AND CROSS-TRAIN SERVICE KNOWLEDGE
Eagerly learn, develop, and test the breadth and depth of your service knowledge by exposing yourself to all service requests, complex client scenarios, and special projects and ensure that your fellow associates are exceptionally cross-trained
QUALITIES OF THE IDEAL CANDIDATE
- Compassion, patience, and care are among your biggest assets
- Proactive, helpful, and thoughtful service is second nature to you
- You are a trustworthy team player with high integrity, a strong work ethic and self-discipline
- You are enthusiastic, committed, and have an entrepreneurial spirit
You learn rapidly, eagerly, and without fear - You are resilient to changing priorities, tasks, and adopting new technologies
REQUIRED QUALIFICATIONS & WORK EXPERIENCE
- 3+ years’ experience as an Associate
- IR Registered with CIRO
- Demonstrated skills in providing world-class client service that will come across as professional, warm, thoughtful, and proactive
- Meticulous attention to detail, strong organizational skills, and excellent time management
- Demonstrated professionalism and ability to manage highly confidential information
- Exceptional verbal and written communication skills – you can communicate with individuals at all levels and from various backgrounds, with confidence and grace
CONSIDERED AN ASSET
- Specific experience with RBC Dominion Securities and its software products
- Experience with Sales Force or other Customer Relationship Management (CRM) software
- Strong proficiency in video conferencing and messenger service applications
- Strong proficiency in Microsoft Office Products
- Comfortable proficiency in AI tools like ChatGPT, Claude, or Perplexity
WHAT’S IN IT FOR YOU?
Elinesky Schuett Private Wealth attributes its success to its team members. We strive to attract and retain exceptional individuals by nurturing a diverse, equitable, and inclusive environment that is well-resourced, experienced, and engaged for career growth and personal development without compromising on competitive compensation, life-work balance, and service impact beyond the business. While working on our mission, some of the benefits our team members enjoy are:
- Competitive base salary and variable performance bonuses
- Comprehensive health benefits and matching programs
- Competitive team and office perks including strong vacation, personal, sick, and flex day policies
- Fun team events and active participation in the community
What this means for you:
Your total earning potential combines your base salary with your variable incentive opportunity. With a variable incentive of up to 1.0x your salary, your expected total compensation range is $75,000 - $100,000 annually.
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
Address:
42 WYNDHAM ST N:GUELPHCity:
GuelphCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-10-30Application Deadline:
2026-11-13Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.
Pay Range
The expected pay range for this position is:
$37,500.00 - $50,000.00This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:
1.0xRBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
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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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.
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