Job Description What is the Opportunity? The RBC Dominion Securities branch located in Oshawa is seeking a Senior Associate to serve as both team lead and key relationship manager for a high-performing, fast-growing advisory team. In this dynamic role, you will lead the coordination of team operations, and administration, while supporting client service and wealth management activities. You will be responsible for ensuring seamless execution of all administrative, operational, and relationship management functions, while providing proactive, high-touch client service that deepens relationships and supports the team’s continued growth. What Will You Do? Client Service and Operations Support Coordinate and prepare meetings for Advisors with clients and prospects. Provide proactive client service, focusing on responsiveness, problem resolution, and attention to detail. Respond to client inquiries related to transactions, tax receipts, and reporting. Maintain up-to-date and compliant client records, ensuring accurate documentation across systems. Support the Advisor and clients through the wealth management process, maintaining audit trails for all wealth-related activities. Wealth Management and Relationship Management Support Gather and maintain client financial planning information and update client financial plans as needed. Assist in the follow-up and execution of wealth management action items, estate and trust work, and complex wealth processes (IPPs, philanthropic services, trusts, charitable giving, etc.). Coordinate and prepare materials for client meetings and Wealth Management consultations, ensuring specialists and the Advisor receive the necessary documentation in advance. Track, report, and follow up on all wealth management opportunities identified via Salesforce, discovery tools, or client meetings. Support client onboarding and ensure all documentation complies with regulatory and internal control standards. What Do You Need to Succeed? Must-Have Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) Strong Microsoft Office Suite skills Exceptional time management and organizational abilities Proven ability to deliver world-class client service that is professional, warm, and engaging Nice-to-Have Knowledge of RBC Dominion Securities systems and procedures Experience in the securities or wealth management industry Experience in operations management, project management, or team leadership Exposure to sales or business development functions What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team A world-class training program in financial service Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management Additional Job Details Address: 17 KING ST E:OSHAWA City: Oshawa Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-10-15 Application Deadline: 2025-11-08 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.
