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Associate
AssociateRBC Dominion Securities • Vancouver, Metro Vancouver Regional District, CA
Associate

Associate

RBC Dominion Securities • Vancouver, Metro Vancouver Regional District, CA
Il y a 10 jours
Type de contrat
  • Temps plein
Description de poste

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.

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 the Advisor team in welcoming and onboarding new clients.
  • Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients / prospects.
  • Become well‑versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up‑to‑date and compliant.
  • Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must‑have

  • At least 2 years of financial industry experience (Banking or Investments or Securities, etc.)
  • 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 in English
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • What’s in it for you?

  • 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
  • A world‑class training program in financial service
  • Compensation

    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 $37,500 - $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 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 RelationshipsInvestment Risk Management
  • Additional Job Details

    Address : 745 THURLOW ST, 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 : 2025-08-14

    Application Deadline : 2026-01-05

    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.

    #J-18808-Ljbffr

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