Job Description
Application Deadline: November 11, 2026
What is the opportunity?
RBC Dominion Securities is a relationship-focused investment and wealth management firm. 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. By providing ongoing, exceptional service and support to our clients and our Advisor Teams, you will help us to deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant, and working with Investment Advisors in managing client portfolios and wealth management planning opportunities.
What will you do?
Assist with management of client investment portfolios including executing client trades directly into the capital markets, portfolio re-balancing and trade settlement
Execute client wire payment and securities transfer requests
Conduct timely review of daily reporting to follow-up on client transactions
Be well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate and compliant
Assist with the welcoming and onboarding of new clients including ensuring compliance with all regulatory/AML requirements and RBC policies
Maintain client service plans with responsibility for managing timelines and key dates for client contact to ensure clients receive excellent service
Respond to client inquiries in an understanding and time-efficient manner
Effectively manage incoming communications from clients, colleagues, and other internal/external partners
Leverage your planning skills to coordinate and prepare for meetings with clients or prospects
Provide marketing and administrative support for the maintenance of electronic and physical communication channels
Support the wealth management process and maintain an audit of wealth management activities
What do you need to succeed?
Must-have
Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) or equivalent; or the ability to obtain with 6 months of employment
Derivatives Fundamentals Online (DFOL) as required by role and client portfolio complexity
A relevant university degree
Relevant international financial services experience and willingness to engage in continuing education
Strong skills working with business applications/technology, including Microsoft Office Suite
High quality time management and organization skills
Demonstrated skills in providing world-class client service that will come across as professional, warm and friendly to our clients
Exceptional verbal and written communication skills
Nice-to-have
Knowledge of RBC Dominion Securities’ systems and procedures
Experience in the securities industry
Familiarity with wealth management
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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 competitive compensation package including salary, bonus and pension
Health insurance and comprehensive benefits
Leaders who support your development through coaching and managing opportunities.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement
Additional Job Details
Address:
9 FORUM LANE:GEORGE TOWN City:
George Town Country:
Cayman Islands Work hours/week:
37.5 Employment Type:
Full time Platform:
WEALTH MANAGEMENT Job Type:
Regular Pay Type:
Salaried…