Wealth Management Associate

2 weeks ago


West Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time
Unlock Your Potential in Wealth Management

We are seeking a highly skilled and dedicated individual to join our team as a Associate Wealth Manager

About the Role

In this exciting opportunity, you will provide exceptional client service and support to a successful advisory team at RBC Dominion Securities Inc.

You will be responsible for delivering high-quality administrative support, including:

  • Coordinating and executing wealth management and insurance strategies
  • Supporting advisors with wealth discussions and meetings with clients
  • Completing myGPS plans for clients, including information gathering and presentations
  • Attending meetings and taking notes, ensuring clarity on next steps and accountabilities
  • Assisting advisors with relationship management and portfolio review preparation
  • Maintaining and updating opportunities lists for clients and prospects
About You

To succeed in this role, you will need:

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • 2-5 years of securities industry experience
  • Strong Microsoft Office Suite skills
  • High-level time management and organization skills
  • Demonstrated skills in providing world-class client service
  • Exceptional verbal and written communication skills
Benefits

We offer a comprehensive Total Rewards Program, including:

  • Competitive compensation
  • Commissions and bonuses
  • Flexible benefits
  • Stock options where applicable
About Us

RBC Dominion Securities Inc. is a leading financial services company that thrives on innovation, progressive thinking, and teamwork.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We strive to provide an accessible candidate experience for prospective employees with different abilities.

Estimated Salary Range

The estimated salary range for this position is $55,000 - $65,000, depending on your experience, skills, and registration status.



  • West Vancouver, British Columbia, Canada Scotiabank Full time

    At Scotiabank, we are committed to delivering exceptional wealth management services to our clients. As a Wealth Management Senior Associate, you will play a vital role in helping us achieve this goal.About the RoleThis is an exciting opportunity for a motivated and experienced professional to join our team as a Wealth Management Senior Associate. In this...


  • Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time

    At ZLC WEALTH INC., we are seeking a highly skilled Compliance Officer to join our team. This role will report to the President and support all aspects of the Compliance Division.Key Responsibilities:Regulatory Compliance: Review and maintain compliance regulations, update policies and procedure manuals, and investigate client concerns.New Account...


  • Vancouver, British Columbia, Canada NBC Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at National Bank Financial – Wealth Management. As a Wealth Management Associate, you will play a key role in supporting investment advisors in providing exceptional customer service and helping them to stand out in the market.Key...


  • West Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    We are seeking an experienced Wealth Management Associate to join our team at RBC Dominion Securities Inc.OverviewAs a Wealth Management Associate, you will provide administrative support to our Advisory Team, helping deepen relationships with existing clients and drive business growth.Job DescriptionThis is a full-time salaried position based in West...


  • Vancouver, British Columbia, Canada Nicola Wealth Full time

    About UsNicola Wealth is a leading wealth management firm that prides itself on its sophisticated financial planning, proprietary limited partnerships, and investment products. Our award-winning culture and commitment to client satisfaction have earned us recognition as a Best Managed Company and one of Canada's Top Employers.Job SummaryWe are seeking an...


  • Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryThe Royal Bank of Canada is seeking a skilled Wealth Associate to support its high-performing Advisory Teams in Vancouver. This role requires a passion for service excellence and the ability to thrive in a fast-paced team environment.As a Wealth Associate, you will provide quality client service, help deepen relationships with existing clients,...


  • West Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:RBC Dominion Securities Inc. is seeking an experienced professional to provide exceptional support to our Wealth Management Advisory Team. As an Administrative Support Specialist, you will be responsible for coordinating team strategies, supporting advisors with client interactions, and maintaining accurate records. This is a unique...


  • Vancouver, British Columbia, Canada Nicola Wealth Full time

    We are an award-winning wealth management firm in Canada, dedicated to providing exceptional service to our high net worth clients.This role offers the opportunity to work with a dynamic and entrepreneurial team, supporting the Client Services Team in delivering administrative expertise and personalized client service.The ideal candidate will possess strong...


  • Vancouver, British Columbia, Canada Wellington-Altus Full time

    Job DescriptionRole OverviewWe are seeking a detail-oriented and organized Wealth Management Associate to join our team at Wellington-Altus Private Wealth. As a key member of our team, you will play a critical role in supporting our portfolio managers and ensuring the seamless execution of day-to-day operations.Key ResponsibilitiesData Management: Accurately...


  • West Vancouver, British Columbia, Canada Scotiabank Full time

    About ScotiaMcLeodScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.We empower our team members to deliver Enriched Thinking, a unique approach...


  • Vancouver, British Columbia, Canada Scotiabank Full time

    OverviewScotiabank is among the largest banks in the world and a leading provider of advice, products, digital experiences, and financial services in more than 50 countries.About the RoleWe are seeking highly motivated individuals to join our Wealth Management Associate Program. This salaried program aims to develop sales and entrepreneurial-minded...


  • Vancouver, British Columbia, Canada Nicola Wealth Full time

    About Nicola WealthWe take pride in our sophisticated financial planning, diversified private investment funds with exceptional performance, 99% client retention rate, and award-winning culture. As a national leader in wealth management, we're recognized as a Best Managed Company and one of Canada's Top Employers.Our team is passionate about delivering...


  • Vancouver, British Columbia, Canada Nicola Wealth Full time

    At Nicola Wealth, we are passionate about delivering exceptional client experiences and building long-term relationships. As an Administrative Associate, you will play a vital role in supporting our high-performing Advisory Services Division.About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to...


  • Vancouver, British Columbia, Canada Scotiabank Full time

    Requisition ID: 202629Scotiabank is a leading provider of advice, products, digital experiences, and financial services in over 50 countries. Our Private Banking team offers strategic borrowing solutions and customized personal banking support for high-net worth clients.The Wealth Management Associate Program is a 5-month salaried program designed to develop...


  • Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full time

    Job SummaryWe are seeking a skilled Insurance Portfolio Manager to join our team at Nicola Wealth Management Ltd. This is a dynamic and challenging role that requires strong analytical skills, excellent communication abilities, and a deep understanding of insurance products and risk management.About the RoleIn this role, you will be responsible for assessing...


  • Vancouver, British Columbia, Canada ZLC WEALTH INC. Full time $100,000 - $120,000

    ZLC Wealth Inc. is a leading wealth management company seeking a highly skilled Compliance and Risk Management Director to join our team. We offer a competitive salary of $120,000 per year.Job DescriptionThis role will involve supporting the President of ZLC Wealth Inc. in all aspects of the Compliance Division, including automating procedures, reviewing...


  • Vancouver, British Columbia, Canada IG Wealth Management Full time

    Job DescriptionThe Senior Regional Operations Manager plays a pivotal role at IG Wealth Management, overseeing and managing the day-to-day administrative operations of our Region/Division Office.This position acts as a key liaison between head office, consultants, and clients, ensuring seamless coordination and implementation of corporate initiatives.Key...


  • Vancouver, British Columbia, Canada Nicola Wealth Full time

    We are seeking a highly skilled and motivated Institutional Business Development Associate to join our team at Nicola Wealth. In this role, you will be responsible for supporting the growth and continued innovation of our institutional business.The successful candidate will have 3-5 years of related work experience in an institutional investment team, with a...


  • Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

    About the RoleRBC Dominion Securities Inc. is a leading investment and wealth management firm in Canada, committed to providing exceptional client service and delivering trusted advice to help clients achieve their financial goals.The RBC Dominion Securities Main Vancouver branch is currently seeking an Associate to join an advisory team specializing in...


  • Vancouver, British Columbia, Canada Nicola Wealth Full time

    About UsNicola Wealth is a national leader in wealth management, committed to making a lasting social impact through our philanthropic initiatives. Our team is passionate about helping clients build financial, personal, and philanthropic legacies that matter to them.