Verified Job
Accounting - Finance
Associate
Accounting - Finance
#562149
Remote / WFH
Job Description
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:
+5 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:
2026-05-01
Application Deadline:
2026-05-22
Note: Applications will be accepted until 11:5+ 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.
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:
+5 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:
2026-05-01
Application Deadline:
2026-05-22
Note: Applications will be accepted until 11:5+ 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.
