📌 *Important – Please Read Before Applying*
We are currently inviting applications for the position of Administrative Assistant/Associate | Private Wealth Management Group at RBC Dominion Securities.
🔹 Applications must be submitted only through the email provided for this posting.
🔹 Please note: *inquiries *unrelated to this position will not be addressed.*
Thank you for your understanding and cooperation.
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*Administrative Assistant/Associate | Private Wealth Management Group at RBC Dominion Securities*
*What is the opportunity?*
_The flagship branch at the top of Royal Bank Plaza, the 39th-floor office of RBC Dominion Securities is looking to hire an Admin Associate to assist the established advisory team in all aspects of the day-to-day operation of our rapidly-growing business. Whether you are beginning your career in finance, looking for a new challenge in the industry, or pivoting from another business altogether, this is a dynamic opportunity to join one of the premier offices of the largest Wealth Management firm in the country. The Administrative Assistant/Associate role is critical to the continued success of our business; as the first point of contact for our valued clients, you are deeply connected to the first-class client experience we aim to deliver. This role is client-servicing and involves a high degree of attention to detail. It requires the ability to prioritize tasks, work under pressure, and keep organized in a fast-paced environment. We are an in-person business, and place a high value on the benefits of mentorship, collaboration, innovation, and partnership._
*What will you do?*
▪︎ Guide clients through an onboarding process, assisting them with opening accounts, transferring their assets and responding to their inquiries
▪︎ Interact with clients on a daily basis 0by phone, email and in-person answering accountrelated inquiries
▪︎ Facilitate cash movements for clients that include but are not limited to internal transfers, wire transfers, cheque issues, EFTs, etc.
▪︎ Administer contributions to registered accounts (TFSA, RRSP)
▪︎ Follow-up on client requests and transactions from the previous day to ensure proper settlement and delivery
▪︎ Assist the Investment Advisor/Portfolio Manager in maintaining the book of clients by regular report checking, ensuring all accounts are documented properly, fees are set up correctly, payments are processed on time, etc.
▪︎ Prepare documentation for client portfolio review meetings
▪︎ Book client meetings and maintain a daily schedule
▪︎ Liaise with Middle office and Head office contacts to investigate and resolve inquiries related to accounts and account transactions
▪︎ Assist with ongoing projects to build client engagement, such as updating the website, posting video blogs and assisting with client or prospect events
▪︎ Various compliance-related projects
*What do you need to succeed?*
_*Nice to have*_
▪︎ Canadian Securities Course (CSC)
▪︎ Conduct and Practices Handbook (CPH)
▪︎ Good understanding of all types of accounts (e.g RRSPs, TFSAs, RRIFs, etc.) and investment products (Mutual Funds, GICs, equities, fixed income etc.)
▪︎ Good oral and written communication skills
▪︎ Strong organizational skills with the ability to multitask
▪︎ Professionalism and ability to manage highly confidential information
▪︎ Exceptional attention to detail and mature/positive attitude
▪︎ Excellent people skills, ability to manage different personalities
▪︎ 2-3 years of experience in a similar setting (brokerage, banking, etc.)
▪︎ Proficiency in Excel and Outlook Mail/Calendar
▪︎ Post-secondary education
▪︎ CFA or CFP designation or working towards it
*What’s in it for you?*
_We thrive on the challenge to be our best, thinking progressively to keep growing, and working together to deliver trusted advice to help achieve our Purpose, to help clients thrive and communities prosper. We care about each other, reaching our potential, making a difference in our communities, and achieving success that is mutual._
_As a part of the Royal Bank Plaza office, you will join a team of professionals with the ability to network with the best-in-class Investment Advisors and Portfolio Managers, build your network, and professional skillset and set up your future career for success. We are dedicated to investing in teams of the future and cover multiple industry courses and accreditations._
▪︎ Challenging Work
▪︎ Opportunity to lead
▪︎ A strong and diverse team
▪︎ Financial strength and a strong brand
*Apply by close of business on *October 8, 2025, by sending your application to the email address*
Aqil....@rbc.com*Please use this email address exclusively for applications to the above position.*