Public listing

Associate

Rbc VANCOUVER, British Columbia, Canada
  • ListedPosted 7 days ago
  • SourceWorkday

Role overview

About the role

Description supplied by the original job listing.

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.
What is the opportunity?
The RBC Dominion Securities branch located in Vancouver Royal Center is looking for an Associate to provide concierge level administrative support to a successful Advisory Team.
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
What will you do?
Daily administrative support to the Advisor and their team
Coordinate and prepare meetings for your Advisor with their clients/prospects.
Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).
Coordinate the steps and processes for new client onboarding.
Help manage incoming communications from clients.
Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.
All other administrative duties as required
What do you need to succeed?
Must-have
Exceptional verbal and written communication in both English and Mandarin
Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or Canadian Investment Regulatory Exam, CIRE
High level of 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
Strong Microsoft Office Suite skills
Comfortable performing administrative duties in a fast-paced environment
Nice-to-have
Knowledge of RBC Dominion Securities’ systems and procedures
1-3 years’ experience in the securities industry is an asset
What’s in it for you?
We thrive on the challenge to be our best, continue learning to keep growing, and working together to deliver trusted advice to help our clients thrive. 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 which includes competitive compensation and flexible benefits
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to building close relationships with clients
Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.
The expected base salary range for this position is $40,000 - $50,000.
This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.
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:
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER
City:
Vancouver
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-08-06
Application Deadline:
2026-11-21
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 Cl

Skills
Account Management, Customer Success, Risk Management, Wealth Management, Onboarding, Documentation

Skills from the listing

  • Account Management
  • Customer Success
  • Risk Management
  • Wealth Management
  • Onboarding
  • Documentation

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