... Wealth Management Canada Operations. Your attention to detail and analytical skills will be ... RBC strives to deliver this through policies and programs intended to foster a workplace based on ...
... Wealth Management Canada Operations. Your attention to detail and analytical skills will be ... RBC strives to deliver this through policies and programs intended to foster a workplace based on ...
Wealth Management Experience with 5-7 years in wealth management * Hands-on leadership experience ... RBC Dominion Securities experience What's in it for you? Join a team where your work matters. We're ...
New
Wealth Management Experience with 5-7 years in wealth management * Hands-on leadership experience ... RBC Dominion Securities experience What's in it for you? Join a team where your work matters. We're ...
New
You will be responsible for Lead business analysis activities on medium to large size projects within RBC Wealth Management for the Direct Investing /InvestEase product. The role demonstrates ...
You will be responsible for Lead business analysis activities on medium to large size projects within RBC Wealth Management for the Direct Investing /InvestEase product. The role demonstrates ...
You will be responsible for leading business analysis activities on Strategic initiatives on medium to large size projects within RBC Wealth Management for RBC Direct Investing. The role demonstrates ...
You will be responsible for leading business analysis activities on Strategic initiatives on medium to large size projects within RBC Wealth Management for RBC Direct Investing. The role demonstrates ...
Regional Manager, Governance
Maple, ON · On-site
Experience with Canadian Wealth Management (CWM) operating systems would be an asset * CFA Charter ... RBC strives to deliver this through policies and programs intended to foster a workplace based on ...
Regional Manager, Governance
Maple, ON · On-site
Experience with Canadian Wealth Management (CWM) operating systems would be an asset * CFA Charter ... RBC strives to deliver this through policies and programs intended to foster a workplace based on ...
Service Associate
Toronto, ON · On-site
Must-have * 1+ years of operations, securities, Wealth Management or Banking industry experience ... RBC strives to deliver this through policies and programs intended to foster a workplace based on ...
Service Associate
Toronto, ON · On-site
Must-have * 1+ years of operations, securities, Wealth Management or Banking industry experience ... RBC strives to deliver this through policies and programs intended to foster a workplace based on ...
Experience with Canadian Wealth Management (CWM) operating systems would be an asset * CFA Charter ... RBC strives to deliver this through policies and programs intended to foster a workplace based on ...
Experience with Canadian Wealth Management (CWM) operating systems would be an asset * CFA Charter ... RBC strives to deliver this through policies and programs intended to foster a workplace based on ...
Regional Manager, Governance
Markham, ON · On-site
Experience with Canadian Wealth Management (CWM) operating systems would be an asset * CFA Charter ... RBC strives to deliver this through policies and programs intended to foster a workplace based on ...
Regional Manager, Governance
Markham, ON · On-site
Experience with Canadian Wealth Management (CWM) operating systems would be an asset * CFA Charter ... RBC strives to deliver this through policies and programs intended to foster a workplace based on ...
RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date ...
RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date ...
... Wealth Management credit book, by working in collaboration with the regional credit teams and ... Leverage AI tools (RBC Assist Pro) and best practices. What do you need to succeed? Must Have
... Wealth Management credit book, by working in collaboration with the regional credit teams and ... Leverage AI tools (RBC Assist Pro) and best practices. What do you need to succeed? Must Have
The Wealth Management Americas Data Management Office (DMO) is establishing effective data ... RBC to execute on data governance standards of care for high-risk data to comply with the ...
New
The Wealth Management Americas Data Management Office (DMO) is establishing effective data ... RBC to execute on data governance standards of care for high-risk data to comply with the ...
New
RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date ...
RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date ...
This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families. What will you do?
This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families. What will you do?
RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Student/Coop (Fixed Term) Pay Type:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Student/Coop (Fixed Term) Pay Type:
Will & Estate Consultant
Toronto, ON · On-site
This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families. What will you do?
Will & Estate Consultant
Toronto, ON · On-site
This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families. What will you do?
Experience with Capital Markets, Personal & Commercial Banking, Wealth Management products and businesses * Experience in RBC Finance/Risk's big data projects. Please note : In order tobe eligible ...
Experience with Capital Markets, Personal & Commercial Banking, Wealth Management products and businesses * Experience in RBC Finance/Risk's big data projects. Please note : In order tobe eligible ...
Collaborating with Wealth Management, RBC Personal & Commercial Banking, and cross-functional teams, the role bridges technology and strategic advice to enhance precision, efficiency, and client ...
Collaborating with Wealth Management, RBC Personal & Commercial Banking, and cross-functional teams, the role bridges technology and strategic advice to enhance precision, efficiency, and client ...
Knowledge of RBC Wealth Management Canada systems (Broadridge/TFP, OnDemand, Client Source). * Excellent communication, presentation, and stakeholder management skills. * Strong analytical and ...
Knowledge of RBC Wealth Management Canada systems (Broadridge/TFP, OnDemand, Client Source). * Excellent communication, presentation, and stakeholder management skills. * Strong analytical and ...
RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Student/Coop (Fixed Term) Pay Type:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Student/Coop (Fixed Term) Pay Type:
Associate
Oakville, ON · On-site
CA$37K - CA$50K/yr
The RBC Dominion Securities Branch located in Oakville, ON is looking for an Associate to join the ... WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-21 Application Deadline ...
Associate
Oakville, ON · On-site
CA$37K - CA$50K/yr
The RBC Dominion Securities Branch located in Oakville, ON is looking for an Associate to join the ... WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-21 Application Deadline ...
Associate Rbc Wealth Management information
What is the difference between Associate Rbc Wealth Management vs Financial Advisor?
| Aspect | Associate Rbc Wealth Management | Financial Advisor |
|---|---|---|
| Certifications | Typically requires FINRA licenses (e.g., Series 7, 66) and possibly CFP | Often holds CFP, Series 7, 66, or other financial planning certifications |
| Work Environment | Supports senior advisors, works in banking or financial services firms | Directly interacts with clients, provides financial planning and investment advice |
| Employer & Industry Usage | Commonly employed by banks, wealth management firms, and financial institutions | Employed by banks, independent firms, or as self-employed financial planners |
The main difference is that an Associate Rbc Wealth Management typically supports senior advisors and focuses on administrative and preparatory tasks, while a Financial Advisor directly manages client relationships and provides personalized financial planning services. Both roles require relevant licenses and certifications, but the Financial Advisor role involves more client interaction and decision-making responsibility.

Job description
Job Description
What is the opportunity?
As an Associate, Operations - Data Entry Operator, you will play a crucial role in ensuring the accuracy, completeness, and quality of client onboarding, account maintenance, and servicing processes within Wealth Management Canada Operations. Your attention to detail and analytical skills will be essential in identifying and addressing operational gaps, managing risk, and recommending process improvements. You will develop and apply an in-depth knowledge of regulatory requirements (KYC/AML/QI/FATCA/CRS) to review, verify, and validate client documentation and data. This will involve conducting thorough reviews of client information, identifying potential discrepancies or areas of non-compliance, and taking corrective action to ensure adherence to regulatory standards.
What will you do?
Provide accurate processing support for standardized and/or manual processes within a specific Operations department.
Accurately review, verify and/or record data into technology supporting department processes.
Understand department procedures and required accountabilities in the area or department in which the incumbent works.
Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation's departments and Business Units.
Maintain department documentation, ensuring procedures, policies, and guidelines are up-to-date and accurate.
Perform other duties and responsibilities as assigned.
What do you need to succeed?
Must haves:
4-year degree from an accredited university
1+ years of operations, securities, Wealth Management industry experience
1+ years of experience working with large data sets and complex processes
Demonstrated ability in written and oral communication skills along with strong presentation skills. Ability to determine the information and communication needs of the stakeholders and project.
Strong attention to detail and risk management mindset.
Strong critical thinking skills and ability to propose innovative solutions.
Nice-to-have:
Prior experience/knowledge of KYC/AML/QI/FATCA/CRS documentation processing, policies and regulatory rules, and other regulatory requirements (CIRO, OSFI, IRS, etc.)
Reporting and tracking capabilities using tools such as MS Excel (advanced formulas/pivot tables/macros), Power BI, Access.
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
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
Job Skills
Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time ManagementAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. 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.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Employment Type: FULL_TIMEAbout Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA