Associate

Overview

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 Kerrisdale, Vancouver BC, is looking for an Associate to provide 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.

Responsibilities

• Reviews day-to-day execution of private banking deals to ensure quality and efficiency.
• Monitors private banking business performance and market conditions when implementing new private banking services.
• Introduces products and services to high net worth clients.
• Builds relationships with internal and external customers through the utilization of appropriate tools or technologies.
• Maintains existing client accounts and identifies opportunities to contact clients. Manages timelines and key dates for accounts to help ensure clients feel supported by our team.
• Responds to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
• Provides proactive client service with superior problem resolution, liaising with various departments to deliver smooth and timely solutions.
• Effectively manages incoming communications from clients, Advisors and other internal and external partners.
• Assists the Advisor team in welcoming and onboarding new clients.
• Becomes well-versed in internal controls and regulatory requirements, ensuring client files and documentation are accurate, up-to-date and compliant.
• Follows up on client trades to ensure proper settlement and delivery.
• Supports the Advisor team and clients through the Wealth Management process; maintains an audit of Wealth Management activities and priorities.

Qualifications

Must-have

Nice-to-have

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.

Compensation and Additional Details

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 - $45,000. 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 play a critical role in attracting, engaging and retaining talent that drives RBC’s high-performance culture, enables collective achievement of strategic goals, and generates sustainable shareholder returns and above market shareholder value.

Job Details

Additional Information

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. RBC strives to deliver a workplace based on respect, belonging and opportunity for all.

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