Assistants and Associates

The Whale Cove of RBC Dominion Securities branch is looking for Assistants and Associates to support our leading Advisory teams.

Working in a team environment and leading client service initiatives, successful candidates will be a valuable resource to our Advisors and clients.

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
  • Execute client trades given by the advisor or directly from the client over the phone
  • Monitor all pending transfers to ensure completion on a timely basis

Required Skills:

  • Strong client support and communication skills
  • Well developed time management and organizational skills
  • Superior written and spoken communication
  • Completion of or enrollment in the CSC and CPH
  • Preview financial industry experience

Please contact Branch Management for applications or inquiries.

Send your resume in strictest confidence to:

Peter Hicks
Vice-President, Branch Manager & Investment Advisor
Phone: (905)-764-6404

We value diversity in the workplace, are committed to Employment Equity and will provide reasonable workplace accommodation to applicants with disabilities.

Ada Lau

Branch Operations Manager


Michelle Liu

Branch Operations Manager