At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
On-site · Calgary
Manage a selection of clients by assessing their financial goals, risk tolerance, and investment timelines, then developing personalized strategies and managing diversified portfolios under the lead Portfolio Manager’s direction. Conduct financial planning and analysis, identify consolidation and referral opportunities, and develop new business through centers of influence, RBC partners, and prospects.
On-site · Montréal
Execute trades and rebalance portfolios, monitor trade settlement, and provide responsive service to clients and internal partners. Support onboarding and account maintenance, manage client communications and key dates, and keep documentation and client files accurate and compliant.
On-site · Montréal-Ouest
Execute trades and rebalance portfolios, monitor client transactions and settlements, and respond to client account and information requests. Support client onboarding and communications, maintain accurate and complete client records, and coordinate with internal and external partners to meet regulatory and internal control requirements.
On-site · Toronto
Build and manage a client base of high-net-worth individuals, families, and business owners, providing customized portfolios, wealth plans, and ongoing financial advice. Develop long-term client relationships and coordinate with RBC banking and insurance partners to support clients’ broader financial needs.
On-site · Toronto
Serve as a primary client contact and support advisors by processing account transactions, onboarding clients, maintaining records, and coordinating administrative activities. Ensure compliance and operational controls, resolve inquiries with internal and external partners, and identify process improvements.
On-site · Mississauga
Provide responsive client service and support the Investment Advisor in maintaining and growing the business. Process account transactions, coordinate client onboarding, manage administrative activities, liaise with stakeholders, and uphold operational controls and compliance while identifying process improvements.
On-site · Ottawa
Execute investment trades, manage portfolio rebalancing and account activity, and coordinate client transitions while prioritizing timely requests. Maintain accurate account records, conduct compliance reviews, prepare reporting and analysis, and collaborate with internal teams to support high-quality portfolio management and client service.
Hybrid · Toronto
You will build and manage a client base of high-net-worth individuals and business owners by providing customized financial advice and wealth plans. Additionally, you will foster long-term, multi-generational relationships and collaborate with internal partners to support all aspects of your clients' financial lives.
On-site · Gatineau
Provide comprehensive financial planning services for high-net-worth individuals, families, and business owners. Collaborate with portfolio managers to implement strategies regarding retirement, taxes, estates, and wealth transfer.
Hybrid · Sechelt
Build and manage a client base of high-net-worth individuals and business owners by providing customized wealth plans and financial advice. Collaborate with internal RBC partners to ensure clients receive comprehensive support across banking and insurance needs.
Hybrid
Build and manage a client base of high-net-worth individuals and business owners by providing customized wealth plans and financial advice. Collaborate with internal RBC partners in banking and insurance to ensure comprehensive financial support for clients.
On-site · Gatineau
Deliver comprehensive financial plans for high-net-worth clients, focusing on retirement, estate, and tax strategies. Collaborate with portfolio managers and internal specialists to integrate planning into the core client experience and execute actionable strategies.
Hybrid · North Vancouver
Build and manage a client base of high-net-worth individuals by providing customized investment portfolios and wealth plans. Foster long-term relationships and collaborate with internal RBC partners to support clients' comprehensive financial needs.
On-site · Montréal
Deliver comprehensive financial plans and wealth projections for high-net-worth individuals and business owners. Collaborate with portfolio managers and external advisors to integrate planning strategies into the core client experience.
On-site · Montréal-Ouest
Provide comprehensive financial planning services, including retirement and estate strategies, for high-net-worth individuals and families. Collaborate with portfolio managers to integrate financial planning into the core client experience and execute actionable strategies.