Associate

16 hours ago


Vancouver, Canada RBC Dominion Securities Full time

OverviewRBC 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 downtown Vancouver is seeking a bilingual (Cantonese) 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.What will you do?Coordinate and prepare meetings for Advisors 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 for tax receipts, account reporting, etc.).Assist the Advisor team with client onboarding.Help manage incoming communications from clients, Advisors and other internal and external partners.Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.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.Follow up on client trades to ensure proper settlement and delivery.What do you need to succeed?Must HaveCanadian Investment Regulatory Exam, CIRE or CFA 1 (preferred)Strong Microsoft Office Suite skillsHigh level of time management and organization skillsDemonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clientsExceptional verbal and written communication skills in English and CantoneseNice to HaveKnowledge of RBC Dominion Securities’ systems and proceduresExperience in the securities industry is an assetWhat’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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across business and geographiesCompensation 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 1x 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, and generates sustainable shareholder returns and above market shareholder value.Job SkillsAccount Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity: VancouverCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2026-01-15Application Deadline: 2026-02-05Note: 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 as one of the largest and most successful banks in the world. 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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