Associate
Job Summary
Job Description
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.
The RBC Dominion Securities Thurlow branch located in Vancouver is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.
By providing ongoing, exceptional service and support to our clients and our Senior Advisor team, you will help our team 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 a Senior Portfolio Manager in managing client portfolios and wealth management planning opportunities.
What will you do?- Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
- Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
- Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
- Effectively manage incoming communications from clients, Advisors, and other internal and external partners.
- Assist this Senior Advisor team in welcoming and onboarding new clients.
- Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date, and compliant.
- Follow up on client trades to ensure proper settlement and delivery.
- Transfer money in/out of client accounts after due diligence & verbal confirmation to prevent fraud
- Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.
What you need to succeed?
Must Have- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- 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
- The ability to shift priorities in a timely fashion
- Experience in the securities industry
- Knowledge of RBC Dominion Securities’ systems and procedures including BTS & Salesforce
What’s in it for you?
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, and stock where applicable.
- Leaders who support your development through coaching and managing opportunities
- An opportunity to make a difference and have a lasting impact on the lives of others.
- The chance to work in a dynamic, collaborative, progressive, and high-performing team.
- A world-class training program in financial services
The expected base salary range for the above position is $55, 000 - $75,000, depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
This position will be eligible to receive a discretionary/variable incentive payment.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details
Address:
745 THURLOW ST:VANCOUVER
City:
VANCOUVER
Country:
Canada
Work hours/week:
- 5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-05-13
Application Deadline:
2025-05-28
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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.
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