Associate

Role overview

Responsibilities

• Act as primary contact for client inquiries and requests, coordinating service and sharing improvement ideas.
• Execute, manage, and audit the Investment Advisor’s contact service plan with the Client Experience Associate.
• Provide account opening and onboarding in person and/or digitally.
• Perform day-to-day and ad hoc account administration and maintain internal-control and regulatory compliance.
• Build service knowledge through varied requests, complex cases, and special projects.
• Support associate cross-training, strategic initiatives, and team capacity during peak periods.

Required qualifications

• At least 3 years of experience as an Associate.
• Registered with CIRO.
• Demonstrated warm, thoughtful, proactive client service.
• Strong attention to detail, organization, time management, communication, professionalism, and confidentiality.

Assets

• RBC Dominion Securities and its software products experience is an asset.
• Salesforce or other CRM experience is an asset.
• Video conferencing, messenger applications, and Microsoft Office proficiency are assets.
• Comfort with ChatGPT, Claude, or Perplexity is an asset.

Compensation

• Expected total compensation is $75,000–$100,000 annually, including base salary and variable incentive.
• The listed pay range is $37,500–$50,000, with variable incentive potential up to 1.0 times salary.

Work location and schedule

• The posting lists Guelph, Ontario, and 37.5 work hours per week; no workplace arrangement is specified.