As a Service Associate, this role offers a unique opportunity to gain broad exposure across RBC ... The position offers valuable exposure to the RBC Dominion Securities (DS) and RBC Phillips, Hager ...
As a Service Associate, this role offers a unique opportunity to gain broad exposure across RBC ... The position offers valuable exposure to the RBC Dominion Securities (DS) and RBC Phillips, Hager ...
Associate
Toronto, ON · On-site
CA$37K - CA$50K/yr
RBC Dominion Securities is a relationship-focused investment and wealth management firm that ... as an Associate. By providing ongoing, exceptional service and support to our clients and our ...
Associate
Toronto, ON · On-site
CA$37K - CA$50K/yr
RBC Dominion Securities is a relationship-focused investment and wealth management firm that ... as an Associate. By providing ongoing, exceptional service and support to our clients and our ...
Associate
Toronto, ON · On-site
CA$37K - CA$50K/yr
RBC Dominion Securities is a relationship-focused investment and wealth management firm that ... as an Associate. By providing ongoing, exceptional service and support to our clients and our ...
Associate
Toronto, ON · On-site
CA$37K - CA$50K/yr
RBC Dominion Securities is a relationship-focused investment and wealth management firm that ... as an Associate. By providing ongoing, exceptional service and support to our clients and our ...
Associate
CA$37K - CA$50K/yr
RBC Dominion Securities is a relationship-focused investment and wealth management firm that ... as an Associate. By providing ongoing, exceptional service and support to our clients and our ...
Associate
CA$37K - CA$50K/yr
RBC Dominion Securities is a relationship-focused investment and wealth management firm that ... as an Associate. By providing ongoing, exceptional service and support to our clients and our ...
Associate
Toronto, ON · On-site
CA$37K - CA$50K/yr
RBC Dominion Securities is a relationship-focused investment and wealth management firm that ... as an Associate. By providing ongoing, exceptional service and support to our clients and our ...
Associate
Toronto, ON · On-site
CA$37K - CA$50K/yr
RBC Dominion Securities is a relationship-focused investment and wealth management firm that ... as an Associate. By providing ongoing, exceptional service and support to our clients and our ...
Group Advantage Consultant
Toronto, ON · On-site
RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings ... Designation as a Retirement Plans Associate (RPA) and/or Certified Employee Benefit Specialist ...
Group Advantage Consultant
Toronto, ON · On-site
RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings ... Designation as a Retirement Plans Associate (RPA) and/or Certified Employee Benefit Specialist ...
Associate
Toronto, ON · On-site
CA$37K - CA$50K/yr
RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. We take pride in hiring and nurturing talented ...
Associate
Toronto, ON · On-site
CA$37K - CA$50K/yr
RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. We take pride in hiring and nurturing talented ...
Associate, Sponsorship Events & Client Experiences, Canada
Toronto, ON · On-site
CA$80K - CA$115K/yr
Support the strategic activation and delivery of RBC Capital Markets' brand partnerships through exceptional client events and experiences across our key markets in Canada, reporting to the Head of ...
Associate, Sponsorship Events & Client Experiences, Canada
Toronto, ON · On-site
CA$80K - CA$115K/yr
Support the strategic activation and delivery of RBC Capital Markets' brand partnerships through exceptional client events and experiences across our key markets in Canada, reporting to the Head of ...
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 ...
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 ...
The Risk Services team within RBC Capital Markets Quantitative and Technology Services is undertaking multiple complex enterprise-wide initiatives as part of RBC's ongoing plan to improve risk ...
The Risk Services team within RBC Capital Markets Quantitative and Technology Services is undertaking multiple complex enterprise-wide initiatives as part of RBC's ongoing plan to improve risk ...
Associate Director - Custody Canadian Tax
Mississauga, ON · On-site
CA$105K - CA$155K/yr
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 ...
Associate Director - Custody Canadian Tax
Mississauga, ON · On-site
CA$105K - CA$155K/yr
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 ...
As a Vice President or Associate within the Toronto Institutional Client Credit Management Team ... Knowledgeable of the RBC global network and capabilities and understanding of and ability to ...
As a Vice President or Associate within the Toronto Institutional Client Credit Management Team ... Knowledgeable of the RBC global network and capabilities and understanding of and ability to ...
The Associate Director, Credit Modeling & Methodology will support the model development team ... RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 ...
The Associate Director, Credit Modeling & Methodology will support the model development team ... RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 ...
RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings ... Designation as a Retirement Plans Associate (RPA) and/or Certified Employee Benefit Specialist ...
RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings ... Designation as a Retirement Plans Associate (RPA) and/or Certified Employee Benefit Specialist ...
Mentor and develop junior staff (i.e., deal teams usually have 2-3 Associate Directors/Analysts contributing), fostering a culture of professionalism and excellence * Expand your and RBC's profile ...
Mentor and develop junior staff (i.e., deal teams usually have 2-3 Associate Directors/Analysts contributing), fostering a culture of professionalism and excellence * Expand your and RBC's profile ...
Associate Director - Custody Canadian Tax
Toronto, ON · On-site
CA$105K - CA$155K/yr
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 ...
Associate Director - Custody Canadian Tax
Toronto, ON · On-site
CA$105K - CA$155K/yr
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 ...
Counterparty Credit Risk (CCR) provides risk oversight of RBC's trading activities including (but not limited to) counterparty exposure measurement and monitoring, bespoke transaction adjudication ...
Counterparty Credit Risk (CCR) provides risk oversight of RBC's trading activities including (but not limited to) counterparty exposure measurement and monitoring, bespoke transaction adjudication ...
The RiskHub Risk Services team within RBC Capital Markets Quantitative and Technology Services is undertaking multiple complex enterprise-wide initiatives as part of RBC's ongoing plan to improve ...
The RiskHub Risk Services team within RBC Capital Markets Quantitative and Technology Services is undertaking multiple complex enterprise-wide initiatives as part of RBC's ongoing plan to improve ...
The Associate Director, Stress Testing Analytics will assist the Director, Enterprise Stress ... on RBC's banking book loss estimation under the bank's enterprise stress testing activities ...
New
The Associate Director, Stress Testing Analytics will assist the Director, Enterprise Stress ... on RBC's banking book loss estimation under the bank's enterprise stress testing activities ...
New
You will be part of the RBC Compliance Surveillance Team, which is a core, global, second line-of ... As Associate Director, Wealth Management Surveillance, you lead, manage and develop a team of ...
New
You will be part of the RBC Compliance Surveillance Team, which is a core, global, second line-of ... As Associate Director, Wealth Management Surveillance, you lead, manage and develop a team of ...
New
Associate Rbc information
What is the difference between Associate Rbc vs Financial Advisor?
| Aspect | Associate Rbc | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a bachelor's degree; licensing may be needed for certain products | Requires licensing (e.g., Series 7, 66), often a bachelor's degree, and certifications like CFP |
| Work Environment | Bank branches, client meetings, administrative tasks | Client offices, virtual meetings, financial planning sessions |
| Employer & Industry | RBC Bank, financial services industry | Independent or bank-affiliated financial planning firms |
| Search & Comparison Intent | Understanding entry-level banking roles | Comparing financial planning careers |
The main difference between an Associate Rbc and a Financial Advisor lies in their roles and certifications. Associates typically support banking operations and client service within RBC, while Financial Advisors focus on providing personalized financial planning and investment advice, often requiring additional licensing and certifications. Both roles are integral to the financial services industry but serve different functions and client needs.
Full-time
Posted 23 hours ago
Job description
Job Description
What is the opportunity?
As a Service Associate, this role offers a unique opportunity to gain broad exposure across RBC Wealth Management Operations by combining both phone-based client/advisor servicing models with client onboarding documentation processing activities and investigations, providing a more diverse and engaging experience than a traditional call-focused role. The position offers valuable exposure to the RBC Dominion Securities (DS) and RBC Phillips, Hager & North Investment Counsel (PH&N IC) businesses, Wealth Management Operations, and cross-functional collaboration with Compliance, AML, & Risk partners, making it an excellent opportunity to develop transferable skills that can open doors across multiple career paths, and for long term career growth in the wealth management industry.
This role requires flexibility to work Monday to Friday from 9:30 a.m. to 6:00 p.m. EST and occasionally earlier shifts if required.
What will you do?
Manage inbound phone inquiries or consultations from DS and PH&N IC personnel in a professional and collaborative office environment with a blend of detailed email correspondence, complex documentation processing, and escalation management
Deliver timely and accurate support across account opening, documentation, and account maintenance requests to ensure completeness, accuracy and regulatory compliance requirements are met
Partner strategically with front-office, National Office, functional partners and internal teams across Canadian Operations to optimize service delivery while balancing operational efficiency, performance and risk
Champion service quality awareness and continuous improvement initiatives, directly impacting the client/branch experience, business and operation performance
Identify service quality performance gaps and trends; analyze root causes and recommend actionable solutions
Advocate for strong Service Level Agreement (SLA) performance by monitoring metrics, peer coaching, development and driving innovation
Participate in business and operational initiatives to be part of a meaningful transformation and modernization programs on an ad-hoc basis
Support the implementation of business and operational initiatives to ensure successful adoption and enhancing client/advisor support experiences
Participate in Associate/Branch Operations Manager forums, conferences, presentations and panel discussions to share best practices, understand front office pain points, and contribute recommendations and solutions that enhance associate/advisor/employee experiences
What do you need to succeed?
Must-have
Undergraduate degree in Business Administration, Commerce, Science, or Arts
Bring a collaborative mindset and contribute positively to team culture, and is naturally curious, proactive, and eager to learn and grow. Thrive in a fast-paced, high-volume, and SLA-driven team environment
Exceptional relationship management and analytical skills with the ability to communicate and partner effectively with front-office professionals (Investment Advisors, Associates, Branch Operations Managers, and Branch Directors) to support and deliver exceptional client, advisor and employee experiences
Broad knowledge of Wealth Management Operations processes and products including new accounts or client onboarding documentation, taxation, QI/FATCA/CRS/AML, registered products and complex non-personal account types
Strong foundation in RBC Wealth Management's operational systems such as Broadridge (BTS), ServiceLink, and ClientSource
Demonstrated ability to investigate complex issues, synthesize information from multiple systems, departments, and develop practical solutions
Nice-to-have
Proficiency with Microsoft Excel, PowerPoint and data visualization, along with strong presentation, bilingual (English & French) communication skills
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
Customer Service Management, Detail-Oriented, Financial Risk Management (FRM), Interpersonal Relationship Management, Investment Performance Measurement, Results-Oriented, Risk Management, System Applications, Treasury 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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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.
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