Responsibilities:

• Assist with management of client investment portfolios including executing client trades directly into the capital markets, portfolio re-balancing and trade settlement
• Execute client wire payment and securities transfer requests
• Conduct timely review of daily reporting to follow-up on client transactions
• Be well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate and compliant
• Assist with the welcoming and onboarding of new clients including ensuring compliance with all regulatory/AML requirements and RBC policies
• Maintain client service plans with responsibility for managing timelines and key dates for client contact to ensure clients receive excellent service
• Respond to client inquiries in an understanding and time-efficient manner
• Effectively manage incoming communications from clients, colleagues, and other internal/external partners
• Leverage your planning skills to coordinate and prepare for meetings with clients or prospects
• Provide marketing and administrative support for the maintenance of electronic and physical communication channels
• Support the wealth management process and maintain an audit of wealth management activities

Requirements:

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) or equivalent; or the ability to obtain with 6 months of employment
• Derivatives Fundamentals Online (DFOL) as required by role and client portfolio complexity
• A relevant university degree
• Relevant international financial services experience and willingness to engage in continuing education
• Strong skills working with business applications/technology, including Microsoft Office Suite
• High quality time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm and friendly to our clients
• Exceptional verbal and written communication skills

Nice-to-have:

• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry
• Familiarity with wealth management

What’s in it for you?

• A competitive compensation package including salary, bonus and pension
• Health insurance and comprehensive benefits
• 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

Job Data by YubHub.

The RBC Dominion Securities branch in Edmonton is looking for a resourceful, efficient and collaborative individual to join our Team as an Associate.

By providing ongoing, exceptional service and support to our clients, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable Team member, you will play a key role in both general practice administration and maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with the Investment Advisors in managing client portfolios and wealth management planning opportunities.

Responsibilities

• Help manage incoming communications from clients, Advisors and other internal and external partners.
• 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 respond to client account inquiries and take ownership of follow-ups.
• Manage competing priorities with ease, demonstrating a keen sense of organization and time management.
• Excel in operational excellence to drive efficiency, streamline processes, and ensure exceptional execution.
• Complete administrative and operational tasks to support the Advisor: process incoming and outgoing funds, coordinate client meetings and prepare material for the Advisor, process account opening and maintenance documentation, etc.
• Help build and execute client segmentation exercises, and client service plans.
• Support your advisory team with new client acquisition.

Requirements

• Canadian Investment Regulatory Exam, CIRE (completed)
• Excellent communication skills, both verbal and written
• Proficiency with Microsoft Office Suite
• Relevant administrative or financial services industry experience
• Meticulous attention to detail and strong organizational skills

Nice to Have

• Post Secondary Education (College or University)
• Dominion Securities (DS) or Retail Brokerage work experience
• Enthusiastic, committed, and entrepreneurial spirit

What's in it for you?

• 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
• An opportunity to make a difference and have a lasting impact on the lives of others
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Data by YubHub.

The Branch Operations Manager fulfils a leadership role in the branch by providing operational and administrative support to the branch management and advisory teams.

Responsibilities:

• Implement Branch Manager’s vision and ensure branch is efficiently and effectively managed.
• Manage daily administrative operations of the branch, including approving transactions, verifying documentation, and managing client account activities.
• Assist with training new branch support staff and coordinate ongoing training initiatives for existing branch staff.
• Ensure compliance and internal control requirements are met.
• Manage branch technology, setup, and troubleshooting.
• Manage sales support within the branch.

Requirements:

• Bilingualism (English and French) required.
• Canadian Investment Regulatory Exam (CIRE).
• Meticulous attention to detail and excellent time management skills.
• Professional approach to all situations.
• Ability to complete duties independently.

Nice-to-haves:

• Knowledge of RBC Dominion Securities’ systems and procedures.
• Experience in the securities industry.

Benefits:

• Comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• High level of autonomy.

Job Data by YubHub.

Responsibilities:

• Respond to incoming telephone and email contacts from clients, advisors, and internal and external partners
• Support Investment Advisors in general administrative duties and preparation of client reviews and presentations
• Request information and documentation from clients to open accounts and keep client files up to date
• Follow up on client trades and monitor pending transfers

Requirements:

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) and/or Canadian Investment Regulatory Exam (CIRE)
• Strong Microsoft Office Suite skills
• Meticulous attention to detail and excellent time management skills
• Exceptional verbal and written communication skills in English

Nice-to-haves:

• Knowledge of RBC Dominion Securities' systems and procedures
• Minimum of 2 years of experience in the securities industry
• Enthusiastic, committed, and entrepreneurial spirit

What's in it for you?

• 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
• World-class training program in financial services

The expected base salary range for this position is $36,000 - $45,000. This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

Job Data by YubHub.

The role partners closely with the Family Enterprise Advisor to deliver high-value, tailored advice and wealth management strategies to Ultra High Net Worth and High Net Worth clients. As a valued business partner, you will also assist with business development, opportunity spotting, and revenue generation.

Responsibilities

• Deliver exceptional, white-glove and complete financial planning to ultra-high-net-worth clients, with particular focus on our most significant and complex relationships.
• Understand each client’s broader family circumstances, goals, assets, liabilities, corporate structures, cash flow, tax position, estate considerations, insurance needs, succession, philanthropy and intergenerational objectives, and connect these elements into a clear financial roadmap.
• Prepare comprehensive plans covering wealth, investment, retirement, tax optimization and risk management.
• Identify planning needs, opportunities, risks and gaps; consider alternatives and trade-offs; interpret what the numbers mean in the context of the client’s circumstances; and develop thoughtful, practical recommendations.
• Provide expert knowledge on complex client situations, such as holding companies, employee stock options, individual pension plans, retirement compensation arrangements, and gift and charitable planning.

Requirements

• CPA designation
• The In-Depth Tax Program
• A minimum of 8–10+ years of relevant industry experience
• Experience servicing High-Net-Worth and Ultra-High-Net-Worth clients
• Deep working knowledge of financial planning, tax, estate, insurance, retirement, corporate and wealth-planning principles
• Strong analytical and problem-solving skills; uses quantitative analysis and planning tools effectively while recognizing that calculations support, rather than replace, professional judgment
• A holistic, big-picture thinker who questions assumptions, recognizes what may be missing and understands implications across the client’s overall wealth strategy
• Communicates complex planning concepts clearly, confidently and appropriately for the audience; listens carefully and builds trust with clients, colleagues, RBC partners and external professionals
• Exceptional interpersonal skills and emotional intelligence
• Strong written and verbal communication skills

Nice-to-have

• CFP designation
• In-depth tax course
• A background in one of the following areas would be considered an asset: Senior Tax Manager with a reputable accounting firm, Similar role with another wealth management firm, Senior Financial Planner, A senior role in a reputable Family Office
• Other Finance Designations
• Life Insurance Designations

What’s in it for you?

• A comprehensive Total Rewards Program which includes competitive compensation and flexible benefits
• Leaders who support your development through coaching and mentoring opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work and to build close relationships with clients

Job Data by YubHub.

Responsibilities:

• Execute model portfolio changes (Trading Execution)
• Exchange foreign currency when needed
• Keep models up to date on a weekly/monthly basis
• Review cash balances (debits & credits) for investment or debit coverage for discretionary and non-discretionary accounts
• Execute all other trading for team members (i.e., post-client review portfolio changes, monthly AFT & RIF payments, on/off EFTs & bank wires) – Trade Execution only
• Debit forecasting – Reviewing accounts to ensure cash balances for quarterly fees
• Review and maintain Private Investment Management (PIM) Dashboard
• Review and maintain MRGD reports for investment of funds (i.e., deposits, contributions, PACs)
• Review and execute on any reorg notices

Requirements:

• Approval as an Investment Representative (IR) with IIROC and/or CFA 1
• Exceptional written and verbal communication skills
• Meticulous attention to detail and strong problem-solving and analytical skills
• Strong Microsoft Office skills

Nice-to-haves:

• 4 years or more of professional experience within the investment industry
• Highly developed technical skills

What's in it for you?

• Comprehensive Total Rewards Program including bonuses and flexible benefits
• Competitive compensation, commissions, and stock where applicable
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

The expected base salary range for this position is $50,000 - $60,000. This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

Job Data by YubHub.

What you do best:

• Excellent people and problem-solving skills to build and maintain client relationships.
• Self-motivated with a desire to create your own schedule.
• Driven to provide strong planning and financial advice to help people achieve their life goals.

How you’ll succeed in this role:

• Leverage RBC's strong brand and reputation to build a client base of high-net-worth individuals, families, and business owners.
• Create customized portfolios and wealth plans using RBC's extensive investment and wealth management resources.
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners.

A few details about what we’re looking for:

• 4-6 years of outbound sales experience with a comfort level earning 100% commission.
• Completion of the Canadian Investment Regulatory Exam, CIRE, and the Retail Securities Exam (RSE) or willingness to complete prior to start date.
• Passion for financial planning and portfolio management with strong relationship-building skills.

Nice to have:

• Experience in direct marketing, financial services, and high-value sales and business development.
• Completed certifications such as Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

What’s in it for you?

• Comprehensive Total Rewards package prioritizing overall well-being with flexible and modern benefits.
• Base salary and unlimited earning potential through commission and fees.
• Autonomy to build and run your own business within the RBC brand.
• Potential to qualify for the President's Club Program.
• Leaders invested in your success with mentorship and career development programs.
• Supportive, inclusive culture and team celebrating diverse perspectives and backgrounds.

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

What you do best:

• Excellent people and problem-solving skills to build and maintain client relationships.
• Self-motivated with a desire to make your day your own.
• Driven to provide strong planning and financial advice to help people reach their life goals.

How you’ll succeed in this role:

• Leverage RBC's strong brand and reputation to build a client base of high-net-worth individuals, families, and business owners.
• Create customized portfolios and wealth plans for clients using RBC's extensive investment and wealth management resources.
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners.

A few details about what we’re looking for:

• 4-6 years of outbound sales experience with comfort earning 100% commission.
• Completion of the Canadian Investment Regulatory Exam, CIRE, and the Retail Securities Exam (RSE) or willingness to complete prior to start date.
• Passion for financial planning and portfolio management with strong relationship-building skills.

Nice to have:

• Experience in a direct marketing role, financial services, and high-value sales and business development.
• Completed certifications such as Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

What’s in it for you?

• Comprehensive Total Rewards package prioritizing overall well-being with flexible and modern benefits.
• Base salary and unlimited earning potential through commission and fees.
• Autonomy to build and run your own business within the RBC brand.
• Potential to qualify for the President's Club Program.
• Leaders invested in your success with mentorship and career development programs.
• Supportive, inclusive culture and team celebrating diverse perspectives and backgrounds.

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

What you do best:

• Excellent people and problem-solving skills to build and maintain client relationships.
• Self-motivated with a desire to create your own schedule.
• Driven to provide strong planning and financial advice to help people achieve their life goals.

How you’ll succeed in this role:

• Leverage RBC's strong brand and reputation to build a client base of high-net-worth individuals, families, and business owners.
• Create customized portfolios and wealth plans using RBC's extensive investment and wealth management resources.
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners.

A few details about what we’re looking for:

• 4-6 years of outbound sales experience with a comfort level earning 100% commission.
• Completion of the Canadian Investment Regulatory Exam, CIRE, and the Retail Securities Exam (RSE) or willingness to complete prior to start date.
• Passion for financial planning and portfolio management with strong relationship-building skills.

Nice to have:

• Experience in a direct marketing role, financial services, or high-value sales and business development.
• Completed certifications such as Certified Financial Planner (CFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA).

What’s in it for you?

• Comprehensive Total Rewards package prioritizing overall well-being with flexible and modern benefits.
• Base salary and unlimited earning potential through commission and fees.
• Autonomy to build and run your own business within the RBC brand.
• Potential to qualify for the President's Club Program.
• Leaders invested in your success with mentorship and career development programs.
• Supportive, inclusive culture and flexible work arrangements.

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Strong relationship-building skills and ability to connect with various individuals

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for your career and life to make it yours!

What you do best:

• You have excellent people and problem-solving skills that help you build and maintain client relationships.
• You’re a self-starter – someone who wants to make their day their own.
• You’re driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.

How you’ll succeed in this role:

• Lean on RBC Dominion Securities’ strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
• Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
• Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
• Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.

A few details about what we’re looking for:

• You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.
• You have completed the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE) or will prior to your start date.
• You have a passion for financial planning and a keen interest in portfolio management.
• You have strong relationship building skills and an ability to connect with all types of individuals.

Nice to have:

• Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.
• Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

What’s in it for you?

• A comprehensive Total Rewards packages that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave
• Base salary to get you started and unlimited earning potential through commission and fees.
• Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.
• Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.
• Leaders who are invested in your success, including mentorship and career development programs.
• A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.
• Flexible work arrangements and leaders who support your needs,both personal and professional

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

You will leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners.

Key responsibilities include:

• Building and maintaining client relationships
• Creating personalized financial plans and investment strategies
• Establishing and maintaining reciprocal relationships with RBC partners
• Fostering trusted, long-term relationships with clients

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to have:

• Experience in direct marketing or financial services
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA)

Benefits include:

• Comprehensive Total Rewards package
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business
• Potential to qualify for the President's Club Program
• Flexible work arrangements and supportive culture

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Strong relationship-building skills and ability to connect with various individuals

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners
• Leverage RBC's extensive investment and wealth management resources to drive client success

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

What's in it for You:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Strong relationship-building skills and ability to connect with various individuals

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

What you do best:

• Excellent people and problem-solving skills to build and maintain client relationships.
• Self-motivated with a desire to create your own schedule.
• Driven to provide strong planning and financial advice to help people achieve their life goals.

How you’ll succeed in this role:

• Leverage RBC's strong brand and resources to build a client base of high-net-worth individuals, families, and business owners.
• Create customized portfolios and wealth plans using RBC's extensive investment and wealth management resources.
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners.

A few details about what we’re looking for:

• 4-6 years of outbound sales experience with a comfort level earning 100% commission.
• Completion of the Canadian Investment Regulatory Exam, CIRE, and the Retail Securities Exam (RSE) or willingness to complete prior to start date.
• Passion for financial planning and portfolio management with strong relationship-building skills.

Nice to have:

• Experience in direct marketing, financial services, and high-value sales and business development.
• Completed certifications such as Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

What’s in it for you?

• Comprehensive Total Rewards package prioritizing overall well-being with flexible and modern benefits.
• Base salary and unlimited earning potential through commission and fees.
• Autonomy to build and run your own business within the RBC brand.
• Potential to qualify for the President's Club Program.
• Leaders invested in your success with mentorship and career development programs.
• Supportive, inclusive culture and flexible work arrangements.

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term, trusted relationships with clients and establish reciprocal relationships with RBC partners
• Leverage RBC's extensive investment and wealth management resources to drive client success

Requirements:

• 4-6 years of outbound sales experience with a focus on financial planning and portfolio management
• Completed Canadian Investment Regulatory Exam (CIRE) and Retail Securities Exam (RSE)
• Strong relationship-building skills and ability to connect with diverse individuals

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Certifications like Certified Financial Planner (CFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Supportive, inclusive culture and team with mentorship and career development programs

Job Data by YubHub.

What you do best:

• Excellent people and problem-solving skills to build and maintain client relationships.
• Self-motivated with a desire to create your own schedule.
• Driven to provide strong planning and financial advice to help people achieve their life goals.

How you’ll succeed in this role:

• Leverage RBC's strong brand and reputation to build a client base of high-net-worth individuals, families, and business owners.
• Create customized portfolios and wealth plans using RBC's extensive investment and wealth management resources.
• Foster long-term, trusted relationships with clients and establish reciprocal relationships with RBC partners.

A few details about what we’re looking for:

• 4-6 years of outbound sales experience with a comfort level earning 100% commission.
• Completion of the Canadian Investment Regulatory Exam, CIRE, and the Retail Securities Exam (RSE) or willingness to complete prior to start date.
• Passion for financial planning and portfolio management with strong relationship-building skills.

Nice to have:

• Experience in direct marketing, financial services, and high-value sales and business development.
• Completed certifications such as Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA).

What’s in it for you?

• Comprehensive Total Rewards package prioritizing overall well-being with flexible and modern benefits.
• Base salary and unlimited earning potential through commission and fees.
• Autonomy to build and run your own business within the RBC brand.
• Potential to qualify for the President's Club Program.
• Leaders invested in your success with mentorship and career development programs.
• Supportive, inclusive culture and flexible work arrangements.

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Strong relationship-building skills and ability to connect with various individuals

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners
• Leverage RBC's extensive investment and wealth management resources to drive client success

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

What's in it for You:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Strong relationship-building skills and ability to connect with various individuals

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term, multi-generational relationships with clients
• Establish reciprocal relationships with RBC partners to support clients' financial lives

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

What's in it for You:

• Comprehensive Total Rewards package with flexible benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within RBC
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.

Responsibilities

• Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
• Monitors private banking business performance and market conditions when implementing new private banking services.
• Introduces products and services to high net worth clients.
• Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
• 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 Advisor team in welcoming and onboarding new clients.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
• Follow up on client trades to ensure proper settlement and delivery
• Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

Requirements

• 2 to 3 years of securities industry experience
• Canadian Investment Regulatory Exam (CIRE) and/or Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) completion
• Strong skills working with business applications/technology, including Microsoft Office Suite
• High quality time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Exceptional verbal and written communication skills in English

Nice-to-have

• Knowledge of RBC Dominion Securities’ systems and procedures

What's in it for you?

• 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

The expected base salary range for this position is $38,000 - $48,000. This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

Job Data by YubHub.

The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing operational and administrative support to the Branch Management Team and Advisor teams.

Responsibilities

• Instrumental in managing the daily administrative operations of the branch including: approval of incoming and outgoing daily transactions, verify and action request submitted by sales support staff, verify documentation and approve account openings, etc.
• Assist with training new branch support staff and coordinate ongoing training initiatives for existing branch staff.
• Ensure compliance and internal control requirements are met.
• Branch technology access, setup, and troubleshooting.

Requirements

• Meticulous attention to detail and excellent time management skills
• Exceptional written and verbal communication skills
• A professional approach to all situations to create a positive working environment
• Ability to complete duties independently seeking out own answers and solutions

Nice-to-have

• Canadian Investment Regulatory Exam, CIRE
• Knowledge of RBC Dominion Securities’ systems and procedures, an asset
• Experience in the securities industry is an asset

What's in it for you?

• 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 Data by YubHub.

By providing ongoing, exceptional service and support to our clients and our Advisor 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 remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

Responsibilities

• 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 Advisor 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 is accurate, up-to-date and compliant.
• Follow up on client trades to ensure proper settlement and delivery
• Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

Requirements

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) or Canadian Investment Regulatory Exam (CIRE)
• Investment Representative (IR) Licensed
• Strong skills working with business applications/technology, including Microsoft Office Suite
• High quality time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry is an asset

Benefits

• 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
• An opportunity to make a difference and have a lasting impact on the lives of others
• Work in a dynamic, collaborative, progressive, and high-performing team
• The chance to work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

What's in it for You:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

Responsibilities

• Cold-call potential clients to book financial reviews with an Investment Advisor
• Assist in retrieving key documents
• Assist with the proposal development process
• Develop and nurture the business opportunity leads and the sales pipeline through cold-calls, follow-up calls, and emails
• Provide the Investment Advisor with regular updates regarding client leads
• Assist with the advisory team’s social media prospecting strategy, marketing initiatives, and adding leads to the newsletter database

Requirements

• Ability to make proactive phone calls to introduce new services
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs
• Motivation to achieve goals while working in a fast-paced, dynamic environment
• Outgoing personality with strong interpersonal skills
• Self-confidence and demonstrated ability to influence outcomes in conversations
• Ability to handle rejection and stay positive
• Ability to work independently
• Ability to multi-task and prioritize work

Nice to have

• Experience communicating with clients by phone in a contact/call centre
• Sales experience
• Canadian Investment Regulatory Exam (CIRE)
• University degree
• Understanding of entrepreneurs and business owners

Benefits

• Opportunity to learn invaluable sales and prospecting skills with a top-performing advisory team at RBC Dominion Securities
• One-on-one coaching with an Investment advisor
• Ability to contribute to positive outcomes for potential clients
• Opportunity to learn the wealth management industry
• Results-based incentives with a competitive hourly wage

Job Data by YubHub.

You will deepen client relationships by offering sound advice and support to clients and to the Investment Advisor. Identifying and assisting growth of new business opportunities will also be key.

Responsibilities

• Respond to client account inquiries and remain accountable to follow up, as required.
• Help build and execute business plans, client segmentation, and client service plans.
• Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
• Comanage client acquisition pipeline (prospects/leads); work with advisory team to close new opportunities.
• Execute trades and rebalance portfolios.
• Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
• Support advisory team and clients through the wealth management process. Help gather relevant information, coordinate activities with wealth management specialists, track progress, and follow up.

Requirements

• Registered Representative (RR) with CIRO
• University degree
• Growth and goals-oriented mindset
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• 4 years or more of professional experience within the investment industry
• Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
• Meticulous attention to detail and strong problem solving and analytical skills
• Highly developed client service skills

Benefits

• A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to build close relationships with clients

Job Data by YubHub.

The RBC Dominion Securities Trois-Rivières branch is looking for a resourceful, empathetic, and collaborative individual to join our leading wealth management firm as an Administrative Assistant.

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. Offering efficient internal support, you will be invaluable in ensuring the advisory team functions fluidly and that each member receives the assistance they need to perform at their best.

Responsibilities

• Impact client experience through execution of client account administration, including account opening, account maintenance, and efficient resolution of client requests.
• 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.
• Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation are accurate, up to date, and compliant.
• Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• 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.
• Tap into your superior problem resolution skills to provide proactive client service.
• Effectively manage incoming communications from clients, advisors, and other internal and external partners.
• Draw on your social media skills to update the team's communication channels, including websites, LinkedIn, Facebook, brochures, newsletters, etc.

Requirements

• Mastery of the French language
• Strong skills in working with various business applications/technology
• High level of time management and organisational skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients

Nice-to-have

• Canadian Investment Regulatory Exam (CIRE)
• Knowledge of RBC Dominion Securities' systems and procedures
• Experience in the securities industry is an asset
• Knowledge of the English language

What's in it for you?

• 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 Data by YubHub.

Key Responsibilities:

• Manage trades and IPSs for a $6+ billion portfolio
• Review IPS and accurately input high volumes of trades for a large PIM portfolio, ensuring adherence to asset allocation rules and special trading instructions
• Generate Investment Policy Statements
• Execute updates to portfolio models based on instructions from Portfolio Managers
• Review trading instructions for errors or omissions prior to trade execution
• Take ownership of trading processes, using judgement to prevent trading errors

Requirements:

• IR-licensed or RR-licensed
• Excellent attention to detail and time-management skills
• Knowledge of various investment types, including fixed-income, preferred shares, and equities
• Ability to prioritize tasks without supervision and work accurately under pressure
• Trading experience

Nice-to-Have:

• 5+ years of industry experience
• Experience in portfolio management
• Familiarity with RBC DS applications
• Intermediate knowledge of Excel

What's in it for you:

• 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, and high-performing team

The expected pay range for this position is $37,500.00 - $50,000.00, with an overall earning potential impacted by a variable incentive structure.

Job Data by YubHub.

Responsibilities:

• Provide administrative support and coordination activities for a team of people
• Apply experience and complete working knowledge of the job and policies/practices to perform a combination of routine tasks and varied administrative/operational assignments
• Answer telephone calls, take messages, and respond to routine questions
• Maintain vacation schedules and master schedules of staff whereabouts
• Keep master copies of organizational policy and procedure manuals up-to-date
• Type and distribute memos, meeting minutes, and presentations for staff

Requirements:

• Strong skills in working with various business applications/technology
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that is professional, warm, and friendly
• Exceptional verbal and written communication

Nice to Have:

• Canadian Investment Regulatory Exam, CIRE, CSC, CPH, or WME
• Knowledge of RBC Dominion Securities' systems and procedures
• Experience in the securities industry

What's in it for you?

• Comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
• Challenging work that will help you grow professionally
• Ongoing opportunities to build close relationships with clients

Job Data by YubHub.

The Associate will provide ongoing, exceptional service and support to clients and the Advisor team, helping to deepen existing relationships and welcome new clients to the firm.

Responsibilities:

• Maintain existing client accounts and identify opportunities to contact clients
• Respond to client inquiries in a time-efficient manner
• Provide proactive client service, leveraging problem resolution skills
• Effectively manage incoming communications from clients, Advisors, and internal and external partners
• Assist the Advisor team in welcoming and onboarding new clients
• Coordinate and prepare meetings for Advisors with clients/prospects
• Ensure client files and documentation are accurate, up-to-date, and compliant
• Follow up on client trades to ensure proper settlement and delivery
• Support the Advisor team and client through the Wealth Management process

Requirements:

• Canadian Investment Regulatory Exam (CIRE)
• Strong skills working with business applications/technology, including Microsoft Office Suite
• High-quality time management and organization skills
• Demonstrated skills in providing world-class client service
• Exceptional verbal and written communication skills in English

Nice-to-have:

• Knowledge of RBC Dominion Securities' systems and procedures
• Experience in the securities industry

What's in it for you?

• 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
• Opportunity to make a difference and have a lasting impact on the lives of others
• Work in a dynamic, collaborative, progressive, and high-performing team
• World-class training program in financial services

Job Data by YubHub.

Responsibilities

• Provide world-class client service to valued clients
• Offer a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Managers/Investment Advisors for execution, where necessary
• Follow up on client trades to ensure proper settlement and delivery
• Maintain current knowledge of client accounts by reviewing daily activity through internal reports and applications
• Utilize a contact management system for daily task management
• Respond to client account inquiries and remain accountable to follow up, as required
• Proactively contact clients to ensure accounts are accurate, up-to-date, and compliant
• Support the advisory team and clients through the wealth management process, helping to gather relevant information, documents, and questionnaires, and entering data into specific applications (e.g., myGPS)
• Maintain an audit of wealth management activities and priorities to inform new opportunities with clients
• Coordinate activities with wealth management and insurance specialists and in-branch consultants, scheduling, tracking progress, and following up
• Liaise with the branch management team for updates on and progress with wealth management initiatives
• Draw on social media skills to update the team's communication channels, including websites, LinkedIn, Facebook, brochures, and newsletters

Requirements

• Exceptional client service skills and experience
• Canadian Investment Regulatory Exam (CIRE)
• Administrative experience, preferably from another firm

Nice-to-Have

• Knowledge of Dominion Securities systems
• Undergraduate degree
• At least 3 years of experience in the investment field working as an assistant/associate

What's in it for You?

• 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

Job Data by YubHub.

As an Associate Advisor (Relationship Manager), you will work alongside the other members of this Chairman's Council team to provide proactive advice and support tailored to our most valued clients. You will be responsible for deepening existing relationships, welcoming new clients to the firm, identifying growth opportunities, and helping expand our thriving business. This is a key and exciting opportunity to make a meaningful impact within a premier wealth management practice.

Responsibilities

• Provide world-class client service to our valued clients
• Manage and enhance client relationships through executing the investment and wealth strategies of the IA as well as engaging financial planning and other wealth management resources of the team and RBC DS more broadly
• Effective client communications (written and verbal), by phone, e-mail, and in-person
• Nurture and manage valuable relationships with Centers of Influence (COIs) and RBC partners
• Help build and execute business plans, Wealth Management objectives and client service plans
• Support the IA by identifying and assisting growth of new business opportunities

Requirements

Must-have

• Approval as a Registered Representative (RR) with CIRO
• University degree
• Exceptional written and verbal communication skills
• Strong skills working with business applications/technology, including Microsoft Office Suite

Nice-to-have

• 4 years or more of professional experience within the investment industry
• Meticulous attention to detail and strong problem-solving and analytical skills
• Highly developed client service skills

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
• Challenging work that will help you grow professionally
• Ongoing opportunities to build close relationships with clients

Job Data by YubHub.

Responsibilities:

• Deliver proactive, high-quality client service and help identify new opportunities for growth.
• Lead trading and portfolio rebalancing activities across client accounts.
• Collaborate with the Portfolio Managers to plan and facilitate client meetings and events from agenda preparation to post-meeting execution.
• Conduct market and investment research, providing insights and recommendations that help guide portfolio decisions.
• Support the team with business planning, client segmentation, and the ongoing delivery of our service model.

Requirements:

• Registered Representative (RR) approval with IIROC.
• Completion of Wealth Management Essentials (WME) or Investment Management Techniques (IMT).
• A university degree and 5+ years of experience in the investment industry.
• Proven trading experience and a strong grasp of investment analytics.
• Excellent communication, problem-solving, and organizational skills , and a keen eye for detail.
• A genuine passion for client care and teamwork.

Benefits:

• A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, and stock options where applicable.
• Ongoing opportunities to grow professionally and build deeper expertise in wealth management.
• The chance to make a real impact on our clients’ lives and the future of our business.

Job Data by YubHub.

The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing operational and administrative support to the Branch Management Team and Advisor teams.

Responsibilities:

• Manage daily administrative operations of the branch, including approval of incoming and outgoing daily transactions, verifying and acting on requests submitted by sales support staff, verifying documentation, and approving account openings.
• Assist with training new branch support staff and coordinate ongoing training initiatives for existing branch staff.
• Ensure compliance and internal control requirements are met.
• Handle branch technology access, setup, and troubleshooting.

Requirements:

• Meticulous attention to detail and excellent time management skills.
• Exceptional written and verbal communication skills.
• Professional approach to all situations to create a positive working environment.
• Ability to complete duties independently, seeking out own answers and solutions.

Nice-to-haves:

• Canadian Investment Regulatory Exam, CIRE.
• Knowledge of RBC Dominion Securities' systems and procedures.
• Experience in the securities industry.

Benefits:

• 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.
• World-class training program in financial services.

The expected pay range for this position is: $55,000.00 - $65,000.00

Job Data by YubHub.

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

• 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
• Partner with the Client Experience Associate to execute, manage, and audit your Investment Advisor’s contact service plan
• Execute a world class account opening and onboarding experience in-person and/or digitally
• 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
• 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 Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

What you do best:

• Excellent people and problem-solving skills to build and maintain client relationships.
• Self-motivated with a desire to create your own schedule.
• Driven to provide strong planning and financial advice to help people achieve their life goals.

How you’ll succeed in this role:

• Leverage RBC's strong brand and reputation to build a client base of high-net-worth individuals, families, and business owners.
• Create customized portfolios and wealth plans for clients using RBC's extensive investment and wealth management resources.
• Foster long-term, trusted relationships with clients and establish reciprocal relationships with RBC partners.

A few details about what we’re looking for:

• 4-6 years of outbound sales experience with a comfort level earning 100% commission.
• Completion of the Canadian Investment Regulatory Exam, CIRE, and the Retail Securities Exam (RSE) or willingness to complete prior to start date.
• Passion for financial planning and portfolio management with strong relationship-building skills.

Nice to have:

• Experience in a direct marketing role, financial services, or high-value sales and business development.
• Completed certifications such as Certified Financial Planner (CFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA).

What’s in it for you?

• Comprehensive Total Rewards package prioritizing overall well-being with flexible and modern benefits.
• Base salary and unlimited earning potential through commission and fees.
• Autonomy to build and run your own business within the RBC brand.
• Potential to qualify for the President's Club Program.
• Leaders invested in your success with mentorship and career development programs.
• Supportive, inclusive culture and team celebrating diverse perspectives and backgrounds.

Job Data by YubHub.

You will leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners.

Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for clients
• Foster trusted, long-term relationships with clients and RBC partners
• Establish and maintain reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Securities Course (CSC) or willingness to complete prior to start date
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to have:

• Experience in a direct marketing role or financial services
• Completed Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards Program with competitive compensation and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, and high-performing team

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term, multi-generational relationships with clients
• Establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

The Assistant Branch Operations Manager fulfils a leadership role in the branch by providing operational and administrative support to the Branch Management Team and Advisor teams. In addition to managing client account activities and ensuring compliance standards are met, the Assistant Branch Operations Manager fulfils a diverse role which includes liaising with internal departments, providing software and process-related training, and managing the branch facilities and equipment.

Responsibilities

• Instrumental in managing the daily administrative operations of the branch including: approval of incoming and outgoing daily transactions, verify and action request submitted by sales support staff, verify documentation and approve account openings, etc.
• Assist with training new branch support staff and coordinate ongoing training initiatives for existing branch staff.
• Ensure compliance and internal control requirements are met.
• Branch technology access, setup, and troubleshooting.

Requirements

• Meticulous attention to detail and excellent time management skills
• A professional approach to all situations to create a positive working environment
• Ability to complete duties independently seeking out own answers and solutions

Nice-to-have

• Canadian Investment Regulatory Exam, CIRE
• Knowledge of RBC Dominion Securities’ systems and procedures, an asset
• Experience in the securities industry is an asset

What's in it for you?

• 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 Data by YubHub.

Responsibilities:

• Provide administrative support and coordination activities for a team of people
• Answer telephone calls, take messages, and answer routine questions
• Maintain vacation schedules and master schedules of whereabouts for staff
• Maintain master copies of organizational policy and procedure manuals and keep them up-to-date
• Type and distribute memos, meeting minutes, and presentations for staff

Requirements:

• Strong skills in working with various business applications/technology
• High level of time management and organization skills
• Demonstrated skills in providing world-class client service that is professional, warm, and friendly
• Exceptional verbal and written communication

Nice to Have:

• Canadian Investment Regulatory Exam, CIRE, CSC, CPH, or WME
• Knowledge of RBC Dominion Securities' systems and procedures
• Experience in the securities industry

Benefits:

• 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
• Opportunity to make a difference and have a lasting impact on the lives of others
• Chance to work in a dynamic, collaborative, progressive, and high-performing team
• World-class training program in financial services

Job Data by YubHub.

You will find opportunities in our North Vancouver, West Vancouver, Sea to Sky Corridor and Sechelt branches.

What you do best:

• You have excellent people and problem-solving skills that help you build and maintain client relationships.
• You're a self-starter – someone who wants to make their day their own.
• You're driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.

How you'll succeed in this role:

• Lean on RBC Dominion Securities' strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs.
• Leverage RBC's extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
• Foster trusted, often multi-generational, long-term relationships using personalized service and advice.
• Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.

A few details about what we're looking for:

• You have 4-6 years of outbound sales experience and are comfortable earning 100% commission.
• You have completed the Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam (RSE) or will prior to your start date.
• You have a passion for financial planning and a keen interest in portfolio management.
• You have strong relationship building skills and an ability to connect with all types of individuals.

Nice to have:

• Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline.
• Completed the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

What's in it for you?

• A comprehensive Total Rewards package that prioritizes your overall wellbeing, with flexible and modern benefits, including parental leave
• Base salary to get you started and unlimited earning potential through commission and fees.
• Autonomy to build and run your own business within the RBC brand leveraging our resources and guidance in a flexible environment.
• Potential to qualify for the prestigious President's Club Program with your peers in your first 4 years.
• Leaders who are invested in your success, including mentorship and career development programs.
• A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.
• Flexible work arrangements and leaders who support your needs,both personal and professional

Job Data by YubHub.

You will leverage RBC's resources to build a client base of high-net-worth individuals, families, and business owners, and manage their complex financial needs.

Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for clients
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Strong relationship-building skills and ability to connect with various individuals

Nice to have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

You will leverage RBC's resources to build a client base of high-net-worth individuals, families, and business owners, and manage their complex financial needs.

Key responsibilities include:

• Building and maintaining client relationships
• Creating customized portfolios and wealth plans
• Establishing and maintaining reciprocal relationships with RBC partners
• Providing strong planning and financial advice

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Passion for financial planning and portfolio management
• Strong relationship-building skills

Nice to have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Benefits include:

• Comprehensive Total Rewards package
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business
• Potential to qualify for the President's Club Program
• Flexible work arrangements and supportive culture

Job Data by YubHub.

Key Responsibilities:

• Build and maintain client relationships using excellent people and problem-solving skills
• Create customized portfolios and wealth plans for high-net-worth individuals, families, and business owners
• Foster long-term, trusted relationships with clients and establish reciprocal relationships with RBC partners
• Leverage RBC's extensive investment and wealth management resources to drive client success

Requirements:

• 4-6 years of outbound sales experience
• Completed Canadian Investment Regulatory Exam, CIRE, and Retail Securities Exam (RSE)
• Strong relationship-building skills and passion for financial planning and portfolio management

Nice to Have:

• Experience in direct marketing, financial services, and high-value sales
• Completed Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

What's in it for You:

• Comprehensive Total Rewards package with flexible and modern benefits
• Base salary and unlimited earning potential through commission and fees
• Autonomy to build and run your own business within the RBC brand
• Potential to qualify for the President's Club Program
• Leaders invested in your success, including mentorship and career development programs
• Supportive, inclusive culture and team

Job Data by YubHub.

Responsibilities:

• Enhance the client experience from onboarding to year-round contact so that it is consistently smooth and on-track with the team’s client service plan.
• Coordinate and prepare Wealth Management and review meetings for Advisors with their clients/prospects.
• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
• Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
• Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
• Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
• Assist the Advisor team with client onboarding.

Requirements:

• Strong Microsoft Office Suite skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients.
• Exceptional verbal and written communication skills in English
• Minimum of 2 years of experience in securities industry

Nice-to-have:

• Knowledge of RBC Dominion Securities’ systems and procedures, an asset
• Highly-developed client service skills

What’s in it for you?

• 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 service.

The expected base salary range for this position is $38,000 - $50,000. This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

Job Data by YubHub.

What you do best:

• Excellent people and problem-solving skills to build and maintain client relationships.
• Self-motivated with a desire to create your own schedule.
• Driven to provide strong planning and financial advice to help people achieve their life goals.

How you’ll succeed in this role:

• Leverage RBC's strong brand and reputation to build a client base of high-net-worth individuals, families, and business owners.
• Create customized portfolios and wealth plans for clients using RBC's extensive investment and wealth management resources.
• Foster long-term relationships with clients and establish reciprocal relationships with RBC partners.

A few details about what we’re looking for:

• 4-6 years of outbound sales experience with a comfort level earning 100% commission.
• Completion of the Canadian Investment Regulatory Exam, CIRE, and the Retail Securities Exam (RSE) or willingness to complete prior to start date.
• Passion for financial planning and portfolio management with strong relationship-building skills.

Nice to have:

• Experience in a direct marketing role, financial services, or high-value sales and business development.
• Completed certifications such as Certified Financial Planner (CFP), Chartered Investment Manager (CIM), or Chartered Financial Analyst (CFA).

What’s in it for you?

• Comprehensive Total Rewards package prioritizing overall well-being with flexible and modern benefits.
• Base salary and unlimited earning potential through commission and fees.
• Autonomy to build and run your own business within the RBC brand.
• Potential to qualify for the President's Club Program.
• Leaders invested in your success with mentorship and career development programs.
• Supportive, inclusive culture and team celebrating diverse perspectives and backgrounds.

Job Data by YubHub.

You will provide exceptional client service as well as investment, wealth management and administrative support.

Responsibilities

• Provide world-class client service to valued clients
• Enhance client relationships by executing investment and wealth strategies
• Communicate effectively with clients via phone, email, and in-person
• Utilise a contact management system for daily task management
• Conduct investment research, analysis, and analytics
• Support trade execution
• Identify and assist with growth of new business opportunities
• Develop the team's investment strategy for clients
• Plan events

Requirements

• At least 5 years of experience in the investment field
• CIRO licensed as a Registered Representative (RR) or equivalent
• Exceptional verbal and written English skills
• Bachelor's degree from an accredited post-secondary institution
• Attention to detail and strong organisational skills
• Ability to multi-task and adapt to changing priorities
• Advanced Microsoft Office skills
• Legally able to work in Canada

Nice to Have

• Finance, economics, or business degree
• Other professional investment industry designations (e.g., CFP)

Benefits

• Comprehensive Total Rewards Program including bonuses and flexible benefits
• Competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Opportunity to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Data by YubHub.