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Added 11 mins ago
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Client Manager, Commercial Agriculture & Equine
NFP, an Aon company (Canada)
Windsor, ON
- Full-time
…with benefits and programs driven by recognition, community, financial wellness tools, development and inclusion, fostering personal and professional growth that keeps us moving…
Added 11 mins ago
MD
Appeals Officer - Revenue Tax Specialist Senior/Principal
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Added 11 mins ago
B
Sr. BSA-Agile/Banking
BeachHead
Toronto, ON
- $62.65 to $75.18 CAD / hour
- Contract
Working with one of our top financial clients, this role calls for a Sr. BSA-Agile/Banking to support a web-based application focused on upgrades and enhancements. This six-month contract…
Added 11 mins ago
IG
Operations Associate
Insight Global
Toronto, ON
- $25 to $26 CAD / hour
- Contract
…interact with Bank of Canada, and experience participating in financial services industry initiatives would be considered an…
Added 11 mins ago
CC
Accountant
Canadian Cancer Society
Toronto, ON
- Full-time
Reporting to the Senior Manager, Finance, the Accountant is responsible for preparing the timely recording and reconciliation of monthly bank, balance sheet entries and schedules. In…
Added 11 mins ago
CC
Accountant
Canadian Cancer Society
Vancouver, BC
- Full-time
Reporting to the Senior Manager, Finance, the Accountant is responsible for preparing the timely recording and reconciliation of monthly bank, balance sheet entries and schedules. In…
Added 11 mins ago
LM
Administrator (Youth Sport Non-Profit)
Langley Minor Hockey Association
Langley (District), BC · Langley, BC
- Full-time
…communications, registration, hockey programs, events, sponsorship and financial administration, with duties assigned collaboratively based on each person’s interests and…
Added 11 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 25 mins ago
U
Finance Specialist
UPS
Mississauga, ON
- Full-time
The Finance Specialist supports financial planning, reporting, forecasting, and business decision-making through the analysis of financial and operational data. This role partners with…
Added 25 mins ago
CC
Finance Assistant, Accounts Payable (Contract)
Canadian Cancer Society
Quebec, QC
- Contract
Added 25 mins ago
CC
Finance Assistant, Accounts Payable (Contract)
Canadian Cancer Society
Ottawa, ON
- Contract
Added 25 mins ago
CC
Finance Assistant, Accounts Payable (Contract)
Canadian Cancer Society
Toronto, ON
- Contract
Added 25 mins ago
SH
Accounts Receivable Manager
Sandman Hotel Group
BC · West Vancouver, BC
- Full-time
…controls, and reporting that support effective cash collection and financial management across the…
Added 25 mins ago
LB
Software Developer, Platform & AI Solutions
Laurentian Bank
Burlington, ON
- Full-time
Experience in equipment finance, lease financing, inventory finance, commercial lending, or another regulated financial services environment.
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R
Financial Security Advisor, Insurance
RBC
Blainville, QC · Boucherville, QC · Brossard, QC · Drummondville, QC · Gatineau, QC · Laval, QC · Levis, QC · Longueuil, QC · Mascouche, QC · Montreal, QC · Pointe-Claire, QC · Quebec, QC · Rimouski, QC · Saint-Constant, QC · Saint-Jérôme, QC · Salaberry-de-Valleyfield, QC · Trois-Rivières, QC · Westmount, QC
- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 25 mins ago
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Insurance Advisor Life, Health & Wealth
RBC
Arnprior, ON · Carleton Place, ON · Cornwall, ON · Kingston, ON · Ottawa, ON · Pembroke, ON
- Full-time
Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
Added 55 mins ago
C
Project Administrator
Convergint
Dartmouth, NS
- Full-time
Strong financial analytical skills including cost control
Added 55 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Title: Senior Financial Analyst - Corporate Accounting
Added 55 mins ago
HT
Director, Finance (CSM)
Husky Technologies
Bolton, ON
- Full-time
…Success Management strategy. This role provides leadership for financial planning, forecasting, performance analysis, governance, and decision support to drive profitable growth, improve…
Added 55 mins ago
G
Head of Tax & Asset Compliance
Geotab
Toronto, ON
- Full-time
Financial Stewardship & Investment: Own the domain investment portfolio, leading annual planning for budget, headcount, and OKRs while balancing growth, quality, and capability bets .
Added 55 mins ago
C
Service Manager
Convergint
Toronto, ON · Etobicoke, ON
- Full-time
…customer satisfaction goals. Scope of work includes Overall financial responsibility for planning and executing the service…
Added 55 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 55 mins ago
S
Finance Manager, Accounting & Financial Reporting (Hybrid)
Stryker
Hamilton, ON
- Full-time
As Finance Manager, you will lead Stryker Canada’s accounting, financial reporting and control environment, with ownership of the financial close, balance-sheet integrity and corporate…
Added 55 mins ago
WM
Comptable immobilier - Property accountant
Westcliff Management Ltd
Montreal, QC
- Full-time
Added 55 mins ago
G
Head of Tax & Asset Compliance
Geotab
Waterloo, ON
- Full-time
Financial Stewardship & Investment: Own the domain investment portfolio, leading annual planning for budget, headcount, and OKRs while balancing growth, quality, and capability bets .

RBC

Administrative Assistant

Vernon, BC, Canada

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. · Full-time

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Job details

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: Nov 20, 2026
Experience: Minimum 1-2 years Investment Industry experience
Posting language: English
Posted: Nov 2, 2026

Original job description

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Vernon, BC is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team The successful candidate should have administrative experience, exceptional communication skills, and have a focus on providing outstanding client service.

What will you do?

Prepare account opening documentation
Follow up on documentation with clients or back office as required
Follow up on client trades to ensure proper settlement and delivery
Maintain current knowledge of client accounts by reviewing daily activity online and on an applicable reports
Maintain all pending plan transfers to ensure proper settlement and delivery
Schedule portfolio reviews
Prepare client review materials, correspondence and reports
Utilize contact management system for daily task management and client record-keeping
Assist in filing and preparing mailings such as seminars, newsletters and information packages.
Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.

What do you need to succeed?

Must-have

Completion of the CIRE exam (or willingness to complete within 12 months)
Administrative experience preferably in Wealth Management or Finance
Exceptional communication skills
High attention to detail
Ability to work under pressure meeting strict deadlines
Experience using Microsoft Office
Exceptional organizational skills

Nice-to-have

Financial industry knowledge
Minimum 1-2 years Investment Industry experience
Proficiency in Excel

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 0.5x 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:

2701 HWY 6:VERNON

City:

Vernon

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-02

Application Deadline:

2026-11-20

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.

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

The Administrative Assistant will provide support to the Portfolio Management team by preparing account documentation and managing client records. They are also responsible for scheduling portfolio reviews and ensuring the accurate settlement of client trades.

Requirements

Candidates must have administrative experience, preferably in wealth management or finance, and possess exceptional communication and organizational skills. Completion of the CIRE exam is required or must be obtained within the first 12 months of employment.

Skills

Administrative support
Client service
Account management
Documentation preparation
Communication skills
Attention to detail
Microsoft Office
Organizational skills
Financial industry knowledge
Investment industry experience
Excel
Task management
Record-keeping
Portfolio management
Regulatory compliance

Benefits

Competitive compensation
Flexible benefits
Coaching and development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Administrative Assistant
Wealth Management
Portfolio Management
CIRE Exam
Account Opening
Client Service
Microsoft Office
Excel
Investment Industry
Finance
Documentation
Record-keeping
Task Management
Settlement
Reporting
Communication
Organizational Skills
Compliance
Client Review
Branch Operations

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