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Added 9 mins ago
RB
Associate Wealth Advisor / Financial Planner
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Vancouver, BC
- Full-time
As an Associate Wealth Advisor / Financial Planner you will work with a high performing Investment Advisor team and be responsible for providing proactive advice and support to our clients…
Added 9 mins ago
HO
Advisor, HR Planning
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Ottawa, ON
- Full-time
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Added 23 mins ago
PH
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Added 23 mins ago
C/
Advisor, New Technology Introduction Program / Conseiller, Programme de mise en œuvre des nouvelles technologies
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Added 24 mins ago
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- Full-time
…internally drive the success of our Tax practice. As a trusted advisor, you’ll work internally to support the delivery of tax services, the development and coordination of key training…
Added 1 hour ago
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Added 1 hour ago
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RBC Dominion Securities

Associate

Vancouver, BC, Canada

The expected base salary range for this particular position is $37,500 - $45,000 depending on your experience, skills, and registration status, market conditions and business needs. · Full-time

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Job details

Pay: The expected base salary range for this particular position is $37,500 - $45,000 depending on your experience, skills, and registration status, market conditions and business needs.
Job type: Full-time
Apply by: Nov 29, 2026
Posting language: English
Posted: Oct 7, 2026

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 Vancouver 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.

What will you do?

Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.
Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).
Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.
Effectively manage incoming communications from clients, Advisors and other internal and external partners.
Assist the Advisor team in welcoming and onboarding new clients.
Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.
Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.
Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have

At least 2 years of financial industry experience (Banking or Investments or Securities, etc.)
Strong skills working with business applications/technology, including Microsoft Office Suite
High quality time management and organization skills
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Exceptional verbal and written communication skills in English
Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) (these can be completed on-the-job)
Meticulous attention to detail and strong problem solving skills

Nice-to-have

4 years or more of professional experience within the investment industry
Oral and Written Hebrew skills

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
An opportunity to make a difference and have a lasting impact on the lives of others
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services

The expected base salary range for this particular position is $37,500 - $45,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services

Job Skills

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

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-07

Application Deadline:

2026-11-29

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.

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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

Maintain client accounts, respond to inquiries, manage account documentation and timelines, and provide proactive service to clients and Advisors. Support client onboarding, coordinate Advisor meetings, assist with wealth management planning, and ensure records and activities meet regulatory and internal control requirements.

Requirements

At least two years of experience in banking, investments, securities, or a related financial industry, along with strong technology, organization, time management, communication, client service, and problem-solving skills. The Canadian Securities Course and Conduct and Practices Handbook Course are required but may be completed on the job; investment industry experience of four or more years and Hebrew skills are preferred.

Skills

Client Service
Account Management
Problem Solving
Time Management
Organization
Verbal Communication
Written Communication
Attention to Detail
Microsoft Office
Financial Regulation
Investment Risk Management
Wealth Management Planning
Client Onboarding
Meeting Coordination
Hebrew

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Coaching and Development Opportunities
Training Program

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Advisory
Client Accounts
Account Administration
Client Service
Client Onboarding
Portfolio Management
Wealth Management Planning
Account Transactions
Account Documentation
Account Reporting
Regulatory Compliance
Internal Controls
Microsoft Office Suite
Canadian Securities Course
Conduct and Practices Handbook Course
Investment Risk Management
Meeting Coordination
Problem Resolution
Financial Services
Banking
Investments
Securities
Hebrew

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