Waterloo, ON
What is the opportunity?

The RBC Dominion Securities Waterloo branch is currently seeking an Associate to join a well-established team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client inquiries.

What will you do?

Responsible for the professional servicing of incoming telephone and email contacts from clients, Advisors and other internal and external partners
Support the Investment Advisor in general administrative duties in the management of client accounts
Support the Investment Advisor in the preparation of client reviews and presentations
Request information and documentation from clients in order to open accounts and keep client files up to date
Follow up on client trades to ensure proper settlement and delivery
Monitor all pending transfers to ensure completion on a timely basis

What do you need to succeed?


Great communication skills, both verbal and written
Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH), or willingness to complete within one year
Strong Microsoft Office Suite skills, especially Excel
Meticulous attention to detail and excellent time-management skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients


Relevant experience within the financial services industry
Enthusiastic, committed, and entrepreneurial spirit
University degree in Finance or related field

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
Work in a dynamic, collaborative, progressive, and high-performing team
Variety of assignments
Financial strength and strong brand

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit

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

Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


City: Waterloo
Address: 95 King Street South, 3rd Floor
Work Hours/Week: 37.5
Work Environment: Branch
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Variable Bonus
Required Travel (%): 0
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 03/24/2019
Req ID: 183797

Ad Code(s):