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Associate

  • Vancouver, BC, Canada

The expected base salary range for this position is $40,000 - $50,000. · Full-time

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Job details

Pay
The expected base salary range for this position is $40,000 - $50,000.
Job type
Full-time
Apply by
Experience
1-3 years’ experience in the securities industry is an asset
Posting language
English
Posted

Original job description

Job Description

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

What is the opportunity?

The RBC Dominion Securities branch located in Vancouver Royal Center is looking for an Associate to provide concierge level 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 will you do?

  • Daily administrative support to the Advisor and their team
  • Coordinate and prepare meetings for your Advisor with their clients/prospects.
  • Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
  • Respond to client inquiries (account transactions, requests account documentation, account reporting, etc.).
  • Coordinate the steps and processes for new client onboarding.
  • Help manage incoming communications from clients.
  • 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.
  • All other administrative duties as required

What do you need to succeed?

Must-have

  • Exceptional verbal and written communication in both English and Mandarin
  • Completion of the Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH) or Canadian Investment Regulatory Exam, CIRE
  • High level of 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
  • Strong Microsoft Office Suite skills
  • Comfortable performing administrative duties in a fast-paced environment

Nice-to-have

  • Knowledge of RBC Dominion Securities’ systems and procedures
  • 1-3 years’ experience in the securities industry is an asset

What’s in it for you?

We thrive on the challenge to be our best, continue learning to keep growing, and working together to deliver trusted advice to help our clients thrive. 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 includes competitive compensation and flexible benefits
  • Leaders who support your development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to building close relationships with clients

Compensation 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 - $50,000.

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
  • 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:

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:

2026-08-06

Application Deadline:

2026-10-30

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.
More about this job

Responsibilities

Provide administrative and concierge-level support to an investment advisory team, including coordinating client meetings, responding to inquiries, and managing communications. Support client onboarding, maintain accurate compliant records, liaise with internal departments, and help update the team’s communication channels.

Requirements

Requires exceptional written and verbal communication in English and Mandarin, completion of the Canadian Securities Course and Conduct & Practices Handbook or the Canadian Investment Regulatory Exam, and strong organizational and time-management skills. Candidates should demonstrate professional, friendly client service, strong Microsoft Office skills, and comfort working in a fast-paced administrative role; securities-industry experience and familiarity with RBC systems are assets.

Skills

  • Verbal Communication
  • Written Communication
  • Mandarin
  • Time Management
  • Organization
  • Client Service
  • Problem Resolution
  • Microsoft Office
  • Administrative Support
  • Meeting Coordination
  • Client Onboarding
  • Account Management
  • Financial Regulation
  • Interpersonal Relationships
  • Decision Making
  • Investment Risk Management

Benefits

  • Flexible Benefits
  • Coaching and Development Opportunities
  • Collaborative Work Environment
  • Challenging Work
  • Opportunities to Build Client Relationships

Visa sponsorship

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Categories

  • Finance & Accounting
  • Administrative
  • Customer Service & Support

Keywords

  • RBC Dominion Securities
  • Wealth Management
  • Investment Advisory
  • Client Service
  • Administrative Support
  • Client Onboarding
  • Account Transactions
  • Account Documentation
  • Account Reporting
  • Meeting Coordination
  • Client Communications
  • Compliance
  • Internal Controls
  • Financial Regulation
  • Canadian Securities Course
  • Conduct & Practices Handbook
  • Canadian Investment Regulatory Exam
  • Microsoft Office Suite
  • LinkedIn
  • Facebook
  • Websites
  • Brochures
  • Newsletters
  • Account Management
  • Customer Success
  • Investment Risk Management

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