Associate Wealth Management

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 branch located in White Rock, BC is looking for a resourceful, efficient, and collaborative individual to join our leading wealth management firm as an Associate.

Responsibilities

• Maintain existing client accounts and identify opportunities to contact clients, managing timelines and key dates to 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.).
• Utilize superior problem‑resolution skills to provide proactive client service and, when needed, liaise with various departments to deliver 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.
• Coordinate and prepare meetings for Advisors with clients / prospects, leveraging a passion for planning.
• Become well‑versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation are accurate, up‑to‑date and compliant.

Requirements

Must‑Have

Nice‑to‑Have

Benefits

Job Details

Location : White Rock, BC (2626 Croydon Dr, Surrey) – White Rock, BC

Work hours / week : 37.5 hours

Employment type : Full time

Posted date : 2025-12-08

Application deadline : 2025-12-29, applications accepted until 11 : 59 PM on 2025-12-28.

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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