Wealth Management Associate

3 weeks ago


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 opportunity to develop your skills in a fast-paced, dynamic environment while contributing to the success of our clients.

Key Responsibilities:

  1. Coordinate team strategies and ensure timely updates of financial plans and client reviews.
  2. Support advisors with wealth management discussions and meetings, providing excellent client service.
  3. Complete financial plans for clients, including information gathering and presentation.
  4. Attend meetings with clients and WM professionals, taking notes and leading post-meeting debriefs.
  5. Assist advisors with relationship management and portfolio review preparation.
  6. Maintain and update client opportunity lists and administrative systems.

Requirements:

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) certification.
  • 2-5 years of experience in the securities industry.
  • Strong Microsoft Office Suite skills and excellent time management abilities.
  • Demonstrated skills in providing exceptional client service and exceptional verbal and written communication skills.

What We Offer:

  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, and stock options.
  • Leaders who support your development through coaching and managing opportunities.
  • The ability to make a lasting impact and contribute to the success of our clients.
  • A dynamic, collaborative, and progressive work environment.

About RBC Dominion Securities Inc.:

We are committed to building inclusive teams and an equitable workplace for our employees. We strive to provide an accessible candidate experience for our prospective employees with different abilities.



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