Senior Associate
RBC — TORONTO, Ontario, Canada
Posted 2026-10-23
Job Description What is the opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. We are seeking a Senior Associate to join our team. What will you do? Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required. Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary. Respond to client account inquiries and remain accountable to follow-up, as required. Help build and execute business plans, client segmentation, and client service plans. Identify and execute opportunities among existing client base for asset consolidation, referrals, etc. Deepen existing relationships with Centers of Influence (COIs) through ongoing management. Conduct ongoing research on markets and investments, provide regular update