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About the Role
This client-facing position combines relationship management, operational excellence, and strategic support for an Advisor team. You will work with high-net-worth clients on complex wealth planning initiatives, bridging client needs with advisor expertise to advance your career in wealth management.
Responsibilities
- Manage and deepen existing client accounts, identifying opportunities for client contact and managing key timelines.
- Respond promptly and professionally to client inquiries with a solutions-oriented mindset.
- Support the seamless onboarding of new clients in collaboration with the Advisor team.
- Prepare meeting materials, coordinate client meetings, and support the wealth management planning process.
- Maintain accurate, current, and compliant client files and documentation.
- Triage incoming communications and follow up on client trades to ensure proper settlement.
- Update team communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters.
- Liaise with various departments and external partners to provide timely solutions and enhance the client experience.
Requirements
- Canadian Investment Regulatory Exam, CIRE
- 2–5+ years of experience in wealth management, financial services, or a related client-facing role
- Strong proficiency with business applications and technology, including Microsoft Office Suite and CRM systems
- Exceptional verbal and written communication skills in English
- Demonstrated ability to provide world-class client service that is professional, warm, and personable
- Excellent time management, organizational skills, and attention to detail
- Understanding of investment and wealth management concepts
Skills
- Account Management
- Customer Success
- Decision Making
- Financial Regulation
- Group Problem Solving
- Interpersonal Relationships
- Investment Risk Management
- Social media management
- Marketing communications
Location
- Downtown Toronto, Canada
Work Type
- Full time
- Onsite
Experience Level
- 2-5 years
Education Level
- CIRE
- PFP
- CFP
Salary/Compensations
- $37,500.00 - $50,000.00
- Competitive base salary with performance-based bonuses and incentive opportunities
- Overall earning potential impacted by a variable incentive structure, earning a multiple of salary up to 1.0x
Benefits
- Competitive base salary with performance-based bonuses and incentive opportunities
- Comprehensive benefits program including health, dental, vision, and wellness coverage
- Flexible benefits allowing you to tailor coverage to your needs
- RRSP matching and retirement planning support
- Professional development budget for certifications and training
- Access to RBC’s employee programs and community involvement opportunities
About the Company
- 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.
- RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
- 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.
Equal Opportunity
- 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.