Publié le mois dernier
Associate
@ RBC Dominion Securities Inc.
Laval, Québec
En bref
RBC Dominion Securities is hiring an Associate for its Laval branch to support clients and the advisory team in a wealth management firm. The role covers client account maintenance, responding to inquiries, onboarding new clients, meeting preparation and compliance documentation. The posting states a full-time salaried position of 37.5 hours per week, with a comprehensive total rewards program.
Responsabilités :
- Maintenir les comptes clients et gérer les échéances
- Répondre aux demandes des clients de manière efficace
- Accueillir et intégrer les nouveaux clients
- Préparer les rencontres des conseillers avec leurs clients
- Assurer la conformité et l'exactitude des dossiers clients
Résumé des exigences :
- Certification CIRE (Examen canadien de réglementation des placements)
- Maîtrise du français
- Minimum de 2 ans d'expérience dans le secteur des valeurs mobilières
- Solide maîtrise de Microsoft 365
- Souci du détail et excellente gestion du temps
- Service à la clientèle professionnel, chaleureux et amical
Outils et compétences
Source et dates
Site carrière / système de candidatures · workday
- Date publiée par l’employeur
- 2026-10-06
- Première détection par notre source
- 2026-10-08
- 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 | 2 an(s) et plus |
| Heures par semaine | 37.5 |
| Horaire | jour |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | French, English |
| Permis et certifications | CIRE |
| Avantages mentionnés | Horaire flexible, Prime de rendement, Actions ou participation, Formation payée |
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
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
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 | 134 |
| Voir la page |
Job Description
What is the opportunity?
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. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
- 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. 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.
- Assist the advisory team in welcoming and onboarding new clients.
- Leverage your passion for planning to coordinate and prepare meetings for advisors with their clients/prospects.
- Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation are accurate, up to date, and compliant.
- Draw on your social media skills to 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?
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
- A world-class training program in financial services
Job Skills
Additional Job Details
Address:
545 PROM DU CENTROPOLIS, APP 200:LAVALCity:
LavalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-10-07Application Deadline:
2026-11-09Note: 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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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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