Associate

OverviewRBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. The RBC Dominion Securities Thurlow branch located in downtown Vancouver is seeking 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.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.ResponsibilitiesCoordinate and prepare meetings for Advisors with their clients/prospects.Provide proactive client service with a focus on problem resolution and attention to detail. 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.Help update team’s communication channels: websites, LinkedIn, Facebook, brochures, newsletters.Follow up on client trades to ensure proper settlement and delivery.Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management activities and priorities.What do you need to succeed?Must-haveCanadian Investment Regulatory Exam, CIREStrong 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 skillsNice-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 teamA world-class training program in financial serviceCompensation 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 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 DetailsJob Skills: Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAddress: 745 THURLOW ST, VANCOUVERCity: VancouverCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2026-01-06Application Deadline: 2026-01-27Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. RBC is inviting candidates to apply for this vacancy; qualified applicants may be contacted to review their resume in more detail. #J-18808-Ljbffr