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Added 3 mins ago
Associate Director, Procurement Services
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Full-time
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RBC Dominion Securities

Associate

Victoria, BC, Canada

Pay: The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
Job type: Full-time
Apply by: Oct 18, 2026
Posting language: English
Posted: Oct 2, 2026

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Original job description

Job Description

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.

The RBC Dominion Securities branch located in Victoria is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.

Client Service & Operations

Manage client experience for assigned household portfolio by answering inquiries, addressing concerns, and executing or delegating requests
Execute cash flow processes including wires, deposits, withdrawals, RIFs, EFTs, and fee management
Complete recurring administrative work such as tracking client ages for RSP-to-RIF conversions, unlocking LIRAs, and generating gains/loss reports
Manage RSP/TFSA/RIF/RESP processes, including client communications and withdrawal processing
Execute new client onboarding (documentation, transfers, online access setup, welcome calls)
Complete account closing and fee processes
Prepare meeting prep materials, and supporting documentation
Confirm client meeting details and ensure proper meeting logistics
Execute post-meeting tasks and follow-up items
Support estate settlement and client tax reporting processes

General Administration

Manage digital client experience including eStatements, WMOnline, and banking information updates
Complete operational tasks, W8-Ben forms, and account updates
Maintain household structures
Provide backup support during vacations, illness, and busy periods

Team Expectations

Putting clients first in all interactions
Demonstrating collaboration and teamwork
Following documented team processes and checklists
Supporting team members during peak periods

What do you need to succeed?

Must-have

Proactivity and ability to anticipate client and team needs
Strong attention to detail
Excellent time management and prioritization abilities
Clear verbal and written communication skills
Proficiency with firm technology tools and systems
Canadian Investment Regulatory Exam, CIRE

What’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 which include competitive compensation and flexible benefits
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to building close relationships with clients

The expected base salary range for the above position is $38,000 - $45,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

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
Generates sustainable shareholder returns and above market shareholder value

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

730 VIEW ST:VICTORIA

City:

Victoria

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-02

Application Deadline:

2026-10-18

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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More about this job

Responsibilities

Manage client inquiries and account administration, process transactions and recurring account tasks, and maintain accurate, compliant documentation. Support Investment Advisors with client onboarding, meeting preparation and follow-up, portfolio management, estate settlement, and tax reporting.

Requirements

The role requires proactivity, strong attention to detail, effective time management and prioritization, and clear verbal and written communication. Candidates must be proficient with firm technology and systems and hold the Canadian Investment Regulatory Exam (CIRE).

Skills

Client Service
Account Management
Attention To Detail
Time Management
Prioritization
Verbal Communication
Written Communication
Proactivity
Teamwork
Financial Regulation
Investment Risk Management
Client Onboarding
Account Administration
Wealth Management
Decision Making

Benefits

Flexible Benefits
Coaching and Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Advisor
Client Service
Client Accounts
Account Administration
Client Onboarding
Portfolio Management
Cash Flow Processing
Wire Transfers
Deposits
Withdrawals
Tax-Free Savings Account (TFSA)
Registered Retirement Income Fund (RRIF)
Registered Education Savings Plan (RESP)
Electronic Funds Transfer (EFT)
Locked-In Retirement Account (LIRA)
W-8BEN
Estate Settlement
Tax Reporting
Client Documentation
Financial Regulation
Canadian Investment Regulatory Exam (CIRE)
WMOnline
eStatements
Fee Management

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