Job Summary Job Description What is the opportunity? The RBC Dominion Securities in Waterloo branch is currently seeking a Licensed Associate for a growing team. The successful candidate will possess a passion for service excellence, and thrive in a fast paced team environment. This individual will be responsible for the day to day administrative needs for clients and have the unique opportunity for mentorship, and skill development as they work in a supporting role on the team. What will you do? Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Advisor where appropriate Follow-up on client trades to ensure proper settlement and delivery Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports Utilize contact management system for daily task management Provide world class client service to our valued clients What do you need to succeed? Must Have: The ideal candidate should have at least 3 years of experience in the investment field working as an assistant/associate Successful Completion of CSC/CPH Exceptional client service skills and experience Administrative experience Nice-to-have Knowledge of RBC Dominion Securities’ systems an asset Marketing Experience Good understanding of bond, preferred share and equity markets Undergraduate degree What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, highly competitive compensation, commissions, and stock where applicable Work in a dynamic, collaborative, progressive, and high-performing team Financial strength and strong brand Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management, Organizing, Proactive Approach, Time Management, Written Communication Additional Job Details Address: 95 KING ST S:WATERLOO City: WATERLOO Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-05-01 Application Deadline: 2025-05-22 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.? We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.
