Associate, Operations - New Accounts & Client Documentation

What is the opportunity?   

The role supports RBC Wealth Management Businesses (e.g. Direct Investing, Invest Ease) to deliver superior client experiences by using in depth knowledge of varied products, processes and applications in order to provide comprehensive resolution to internal service partners for documentation review. We are currently seeking a highly organized and detail-oriented individual to join our team at RBC Wealth Management as an Operations New Accounts and Documentation Associate. In this role, you will be responsible for efficiently and accurately processing complex new account applications and ensuring compliance with all regulatory requirements.

What will you do?

• Review and process new account applications, ensuring all required documentation is complete and accurate.

• Conduct thorough due diligence checks and verification procedures to meet regulatory and compliance standards.

• Review and update customer KYC information and approve accounts in accordance with established policies and procedures.

• Contribute to process improvement initiatives to enhance operational efficiency and customer experience.

• Participate in training programs to stay updated on product knowledge, operational procedures, and industry regulations.

• Collaborate with team members and support a positive and cooperative work environment.

What do you need to succeed?

Must haves:

• Post-Secondary Education, preferably in business, finance or related field

• Strong knowledge of regulatory requirements and compliance standards related to account opening and documentation.

• Excellent attention to detail and accuracy in processing and verifying documentation.

• Proficient computer skills, including experience with operations systems and MS Office Suite.

• Strong organizational and time management skills, with the ability to prioritize tasks effectively and meet deadlines.

• Ability to work both independently and collaboratively in a team environment.

• Strong problem-solving and analytical skills to identify and resolve issues effectively.

Nice-to-have:

• Experience in Wealth Management Operations or Direct Investing is an asset

• Knowledge of applications used in WM Operations

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 comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• 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

• Flexible work/life balance options

• Opportunities to do challenging work

• Opportunities to take on progressively greater accountabilities          

• Access to a variety of job opportunities across business and geographies

Job Skills

Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management

Additional Job Details

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGAMississaugaCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2026-07-132026-07-27

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.