Associate

Job Description
What is the opportunity?
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. 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.
The RBC Dominion Securities branch located in Marine Gateway (South Vancouver), is seeking a bilingual (Mandarin) Associate to support a fast-growing 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?
Conduct investment and market research, including equities, ETFs and macro trends
Assist in portfolio monitoring, analysis and rebalancing and support development of portfolio strategies and recommendations
Follow up on trading to ensure proper settlement and delivery
Coordinate and prepare client review materials and investment proposals
Assist with client onboarding and provide proactive client service with a focus on problem resolution and attention to details . Liaise with various departments for execution, where necessary
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.
What do you need to succeed?
Must Have
Exceptional communication skills in both English and Mandarin
Investment Representative (IR) Licensed
2 years of industry related experience
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
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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 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
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business and geographies
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:
450 SOUTHWEST MARINE DR: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:

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